Tweet Management Services, Inc. fees and pricing
Financial planner in La Mesa, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Tweet Management Services, Inc. charges $500 an hour and a monthly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“In cases where TMS provides financial planning services or consulting to clients for a fee, the hourly rate will be 4 $500.”
- Monthly fee
- $300/mo
“Fees for ongoing financial advisory services are $300 per month billed in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tweet Management Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable depending upon the needs of the client and complexity of the situation.”
- “Fees will be withdrawn directly from the client’s account quarterly in arrears.”
- “The fees are negotiable, and the final fee schedule will appear within the final signed copy of our investment agreement with each client.”
How Tweet Management Services, Inc.’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 6 other planners in La Mesa that publish an hourly rate charge less.
About Tweet Management Services, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 168
- 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
- $120,500,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156730
- Phone
- (619) 867-4855
Other planners in La Mesa that publish fees
- Alpha & OmegaLa Mesa$200-$550/hr
- Bruce Mcindoe & Associates, Inc.La Mesa$100/hr
- Craig V. Castanos CPALa Mesa$300/hr, $1,000-$5,000
- Esi Financial Services, Inc.La Mesa$375/hr, $3,000
- Ing WealthLa Mesa$150-$250/hr, $1,500-$9,500
- Petix & Botte FinancialLa Mesa$250/hr, $500-$3,000
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.