TMT Investment Adviser fees and pricing

Financial planner in Loveland, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, TMT Investment Adviser charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Services are offered to all Clients at an hourly rate of $200, with $500 as a minimum fee.”

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

“The agreed upon completion date must be within 90 days of the signed agreement.”
“Investment Management fees are negotiable, paid in arrears on a quarter basis, and calculated as per annum basis per the applicable percentages shown in Table A.”
“The annual fees are negotiable and are paid in arrears on a quarter basis.”

Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
1 of the 4 other planners in Loveland that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2024 (2 years).

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: 1.1% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329527
Phone: (510) 552-8714

Is something on this page wrong or out of date?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.