Tower Wealth Planning is a registered investment advisor located in Spring Hill, Florida, founded by Ryan Tower. The firm offers personalized investment management and financial planning services to individuals and high net-worth individuals. For investment management, Tower Wealth Planning builds and manages customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating with the authority to make trades without asking first based on an agreed investment strategy. For financial planning, the firm provides both ongoing support and one-time project-based engagements covering areas such as cash flow and debt management, college savings, retirement planning, risk management, tax planning strategies, and general financial goal-setting. Ongoing financial planning is included at no additional cost for clients who also use Tower Wealth Planning for investment management. The firm operates on a fee-only basis, meaning they are compensated solely by client fees and do not accept commissions or third-party product sales compensation.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual advisory fees will not exceed $8,500. Ongoing financial planning is included at no additional cost for clients using investment management services.