Texas Assured Financial Planning (TAFP) is a fee-only registered investment advisor providing investment management and financial planning services. TAFP develops personalized investment plans and manages client portfolios based on their goals and risk tolerance. Financial planning services include cash flow management, college savings, retirement planning, risk management, and tax planning strategies. TAFP also offers tax preparation services.
Assets Under Management$400K
Clients2
Advisors1
Avg. per Client$200K
Avg. per Advisor$400K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The monthly fee will not exceed $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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