Tendful Wealth Planning offers investment management and financial planning services for individuals and high-net-worth clients. Founded in 2026 and led by Certified Financial Planner Maggie Sayers, the firm focuses on creating personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents based on each client's goals, risk tolerance, and tax considerations. Tendful Wealth Planning provides comprehensive ongoing financial planning as well as project-based planning covering areas such as retirement planning, tax strategies, business planning, estate planning, cash flow and debt management, college savings, and employee benefits optimization. The firm operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions or product sales, and requires no minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated to determine the fee tier.