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 RIA organized as an LLC and SEC-registered in 2022. The firm combines wealth management with accounting and tax services, positioning itself as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, selection of other advisers, and publication of periodicals or newsletters. Fees are charged as a percentage of AUM and via hourly and fixed-price engagements. The firm identifies as an active allocator to third-party managers rather than an ESG-focused investor.