FAQs

As a Fee-only Registered Investment Advisors (RIA), TFP charges a set fee for our services. This fee can be based on a percentage of assets under management or a fixed, flat fee. Unlike commission-based advisors, we do not earn commissions from selling financial products.

We primarily conduct our meetings over video conference for convenience and efficiency. However, if you prefer a face-to-face interaction, in-person meetings are available upon request. We aim to accommodate your preferences to ensure effective communication.

We're different from other advisory firms. We aren't all things to all customers. We aren't beholden to outside investors. We work with clients whose needs align with our expertise. Besides being Fee-Only, transparent and impartial, our expertise in the realm of small businesses uniquely positions us to serve entrepreneurs and their specific needs. 

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We charge 1% of managed investment accounts. Fixed, flat fee range from $5,000-$9,600. 

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