Tyndale Investments, LLC fees and pricing
Financial planner in Washington, District of Columbia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Tyndale Investments, LLC charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“For those who are not clients with assets under management, the fee for these services is $275 per hour or a fixed fee as mutually agreed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tyndale Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless otherwise agreed, fees paid in advance to TI are expected to be refundable on a pro-rata basis if the agreement is terminated before the contemplated services are rendered.”
How Tyndale Investments, LLC’s fees compare
- Its hourly rate of $275 is below the District of Columbia median of $298. 18% of the 11 other District of Columbia planners that publish an hourly rate charge less.
- 2 of the 10 other planners in Washington that publish an hourly rate charge less.
About Tyndale Investments, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- 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
- 30
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $46,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 163581
- Phone
- (202) 255-9018
Can advise clients in 2 states: District of Columbia, Virginia
Other planners in Washington that publish fees
- Bryspen, IncorporatedWashington$375-$575/hr, $3,750-$5,750
- Burkholder & Associates, LLCWashington$150-$400/hr, $5,000-$50,000
- Financial Advisor for You, LLCWashington$275/hr, $1,500-$2,500
- Holistic PlannersWashington$250/hr, $500-$25,000
- IllumintWashington$550/hr, $1,499
- Katz-Moses Financial LLCWashington$300/hr, Up to $10,000
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.