Tower Wealth Planning

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

Annual advisory fees will not exceed $8,500. Ongoing financial planning is included at no additional cost for clients using investment management services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Tower Wealth Planning - Fees, AUM & Advisors | TrueAdvisor