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 a Limited Liability Company operating as an independent registered investment adviser (SEC-registered in 2022) and owned by an individual. The firm combines accounting capabilities with wealth advisory work, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and the publication of newsletters or periodicals. It identifies as a capital allocator, meaning it sources and places client capital with third‑party managers as part of its investment approach. Clients include both individual and family households and institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.