Teeple Snyder Newsome Wealth & Tax Management

RIASEC RegisteredEst. 2022

Total AUM

$287M

Discretionary

$4.7M

2% of AUM

Avg account

$136K

Accounts

2,118

Employees

Advisory reps

Firm details

Headquarters: Brownsburg, Indiana
CRD number: 147676
Registered since: April 22, 2022
Website: www.tsnadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.76%
Individuals49.09%
Other0.1%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Teeple Snyder Newsome Wealth & Tax Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional customers and combines wealth management with accounting and tax services. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and publication of client-facing newsletters. The firm operates as a capital allocator, selecting third‑party managers for alternative exposures. Compensation comes through a mix of AUM fees, hourly billing, and fixed fees. The firm is not identified as an active ESG investor.