TDT Financial Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee is $300 an hour.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How TDT Financial Inc 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 by phone or email without penalty and a full refund of TFI's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement by phone or email without penalty and a full refund of TFI’s fees, within five business days of signing the Financial Planning Agreement.”

How TDT Financial Inc’s fees compare

• Its hourly rate of $300 is above the South Dakota median of $250. 77% of the 13 other South Dakota planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Sioux Falls that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the South Dakota median of $5,250. 50% of the 14 other South Dakota planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Sioux Falls that publish a flat or project fee charge less.

About TDT Financial Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

0.5% a year

Clients

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$45,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310877

Phone

(253) 514-5345

Can advise clients in 2 states: South Dakota, Washington

Other planners in Sioux Falls that publish fees

• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Hyline WealthSioux Falls$150⁠-⁠$250/hr, $1,000
• Impact Wealth ManagementSioux Falls$375/hr, $4,000
• Intelligent InvestmentsSioux Falls$200/hr
• Resolve Capital Management LLCSioux Falls$500⁠-⁠$5,000, $3,000/yr

Compare all 16 planners in Sioux Falls