Tallgrass Wealth Management, Inc. offers financial planning, retirement plan consulting, and specialized investment advice. The firm helps clients with investment planning, life insurance, tax concerns, retirement planning, college savings, and debt management. Tallgrass Wealth Management limits its direct advice to mutual funds, fixed income securities, insurance products including annuities, equities, exchange-traded funds, and private placements. The firm does not manage investment portfolios directly or hold trading authority over client accounts. Instead, Tallgrass Wealth Management focuses on providing professional guidance, comprehensive financial plans, and consulting services. Clients also have access to services through affiliated entities for accounting and insurance needs, though clients are never required to use those affiliated services.
Fee Structure
Tallgrass Wealth Management charges an annual comprehensive financial planning fee that starts at $500 and goes up based on the complexity of your situation. These fees are billed after the work is completed and can be divided into annual or quarterly payments.
- Fixed financial planning projects — $500 to $25,000, depending on the agreed scope of work
- Hourly financial planning — $50 to $350 per hour
- Hourly pension consulting — $250 to $500 per hour