Tci Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $1,500 on a fixed fee basis, and from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$1,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tci Wealth Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients monthly in arrears, based upon the market value of the assets on the last business day of the month.”
• “Retirement Plan Services clients will pay an advisory fee on a prorated quarterly basis in advance based upon the market value of the assets on the last business day of the previous quarter .”

How Tci Wealth Advisors, Inc.’s fees compare

• Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,500 is below the Arizona median of $3,100. 9% of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Tci Wealth Advisors, Inc.

• Firm size: 72 employees.
• Registered as an adviser: 1990 (36 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

3,189

Employees

72

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$5,368,062,519

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107373

Website

twitter.com/tciwealth?lang=en (opens in new tab)

Phone

(520) 733-1477

Can advise clients in 38 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson