Teeple Snyder Newsome Wealth & Tax Management

RIASEC Registered

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. The firm registered with the SEC in 2022 and is owned by an individual principal. Its practice combines accounting work with wealth and tax management, serving both individual and family clients as well as institutional clients. Advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and the publication of periodicals or newsletters. The firm operates as a capital allocator and charges fees using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Teeple Snyder Newsome does not identify as an active ESG investor.