We focus on what’s important to you. 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

  • Quarterly Fee: 0.25% of assets under management
  • **Minimum Quarterly Fee: $750
  • Additional Services: Hourly Fee

  • 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
  • Designated Relationship Advisor

  • 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

  • Quarterly Fee: 0.25% or less according to our fee schedule
  • **Minimum AUM: $1,000,000
  • Meeting Frequency: Semi-Annually
  • Designated Relationship Advisor

  • 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 economic landscape, informational newsletters, blogs, videos, workshops, access to your managed accounts in one place, and strict policies to ensure privacy and information security.

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