Tucker Wealth Advisory (TWA) provides financial planning services to individuals. TWA is a fee-only firm, meaning it only gets paid by its clients for its services. TWA offers ongoing and project-based financial planning, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Fee Structure
For ongoing financial planning, Tucker Wealth Advisory charges a recurring fixed fee, starting at $500 per month, paid monthly or quarterly. The final fee depends on the client's needs, complexity, time, research, and resources required. There is also an initial fee of up to $5,000 for the initial construction of the financial plan, which may be reduced or waived at the advisor's discretion.
For project-based financial planning, Tucker Wealth Advisory charges either a fixed fee between $3,000 and $7,500, or an hourly rate of $300. The final fee depends on the client's needs, complexity, time, research, and resources required. The advisor may establish a minimum fee for hourly projects.