Coordinated Financial Planning Services
Our coordinated financial planning ensures that the focus remains on what’s important to you. We are a leading financial advisor for retirees, we understand that there is no one-size-fits-all plan. Depending on your specific circumstances and stage in life, you may have different financial priorities and concerns.
We are a “Fee-Only” firm. Our advisors are only compensated by fees paid directly by our clients. We receive no commissions, no third-party payments, and have no financial interest in any services or investment products we employ for our clients. Fees are always quoted and agreed upon in advance and are clearly disclosed.
Tull Financial Group is a proud member of NAPFA. We have a fiduciary duty to all clients and act solely in the best interest of our clients at all times.
Young
Affluent Professionals
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Quarterly Fee: 0.25% of assets under management
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**Minimum Quarterly Fee: $750
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Additional Services: Hourly Fee
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Portfolio Allocation Design
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Risk Assessment
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Asset Accumulation Planning
College / Child Accounts
Allocating Contributions
Portfolio Allocation Design
Risk Assessment
Asset Accumulation Planning
College / Child Accounts
Allocating Contributions
Coordinated
Wealth Management
- Quarterly Fee: 0.25% of assets under management
- **Minimum AUM: $500,000
- Additional Services: Hourly Fee
- Meeting Frequency: Annually
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Designated Relationship Advisor
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Portfolio Allocation Design -
Risk Assessment -
Asset Accumulation Planning
College / Child Accounts
Allocating Contributions -
Retirement Benefit Planning
Social Security / Medicare
Coordinating Distributions -
Strategic Tax Planning
Comprehensive
Wealth Management
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Quarterly Fee: 0.25% or less according to our fee schedule
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**Minimum AUM: $1,000,000
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Meeting Frequency: Semi-Annually
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Designated Relationship Advisor
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Portfolio Allocation Design
-
Risk Assessment
-
Asset Accumulation Planning
College / Child Accounts
Allocating Contributions
-
Retirement Benefit Planning
Social Security / Medicare
Coordinating Distributions
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Strategic Tax Planning
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Estate Management
Inheritance / Trust / Complex Planning
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Charitable Giving
Donor Advised Fund /
Qualified Charitable Distributions /
Appreciated Stock Gifts
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Account Aggregation
Employer Plans / Small Business
Portfolio Allocation Design
Risk Assessment
Asset Accumulation Planning
College / Child Accounts
Allocating Contributions
Retirement Benefit Planning
Social Security / Medicare
Coordinating Distributions
Strategic Tax Planning
Estate Management
Inheritance / Trust / Complex Planning
Charitable Giving
Donor Advised Fund /
Qualified Charitable Distributions /
Appreciated Stock Gifts
Account Aggregation
Employer Plans / Small Business
**In the event the Advisor decides that a request requires extraordinary services, Advisor may charge an additional fee as described in a separate written notice.
What communication can you expect?
Quarterly communications detailing the coordinated financial planning, economic landscape, informational newsletters, blogs, videos, workshops, access to your managed accounts in one place, and strict policies to ensure privacy and information security.
