Tannhauser Financial LLC fees and pricing
Financial planner in North Wales, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2024, Tannhauser Financial LLC charges a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$20,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tannhauser Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of TFL's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of TFL’s fees, within five business days of signing the Financial Planning Agreement.”
How Tannhauser Financial LLC’s fees compare
- Its flat or project fee of $1,000-$20,000 spans the Pennsylvania median of $3,650. 84% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Tannhauser Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $143,424
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304485
- Phone
- (267) 475-7520
Other planners in North Wales that publish fees
- PTM Wealth Management, LLCNorth Wales$300/hr, $1,500
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.