How does the advisor help clients – Key Takeaways:
TJW FIDUCIARY PLAN CONSULTANTS, LLC is a premier financial consulting firm that specializes in providing a wide range of financial services to clients. With their team of experienced and knowledgeable advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future.
The following are key takeaways on how TJW FIDUCIARY PLAN CONSULTANTS, LLC helps their clients:
- Providing comprehensive and personalized financial planning strategies
- Offering a diverse selection of financial services to meet different needs and objectives
- Utilizing in-depth market knowledge and expertise to guide clients in making informed financial decisions
- Promoting a fiduciary standard of care, putting clients’ best interests first in all recommendations
Facts and Insights:
TJW FIDUCIARY PLAN CONSULTANTS, LLC has been in the financial industry for over 20 years, and their team of advisors collectively has over 50 years of experience. They have built a strong reputation for their high-quality services and commitment to their clients’ success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $100 million | 5 |
Financial Services Offered:
TJW FIDUCIARY PLAN CONSULTANTS, LLC offers a comprehensive range of financial services to individuals, families, and businesses. Some of their main services include:
- Retirement planning
- Investment management
- Estate planning
- Education planning
- Insurance planning
- Tax planning
- Business succession planning
Client Types:
TJW FIDUCIARY PLAN CONSULTANTS, LLC caters to a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners and executives
- Retirees
- Non-profit organizations
- Corporate clients
Fees & Compensation:
TJW FIDUCIARY PLAN CONSULTANTS, LLC operates on a fee-only basis, meaning they do not earn any commissions or sell financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, and they offer transparent fee structures without any hidden fees or charges.
Background:
TJW FIDUCIARY PLAN CONSULTANTS, LLC was founded in 1998 by Tim Jones and William Wilson, two experienced financial advisors with a shared vision of providing objective and comprehensive financial advice to clients. Their company has since grown to a team of 5 advisors, and they continue to uphold their commitment to excellence and integrity in all their services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, TJW FIDUCIARY PLAN CONSULTANTS, LLC is required to disclose any potential conflicts of interest or legal issues that may impact their ability to provide unbiased advice to clients. They make this information readily available and are committed to maintaining transparency with their clients.