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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-26-2023
- Office Locations
- 1
Office Locations
About TEP Financial Solutions LLC
TEP Financial Solutions is a Florida-based fiduciary planning firm delivering a comprehensive Analyze Recommend Implement process for individuals and families, including retirement and tax-aware planning and portfolio construction. Portfolios commonly use ETFs and mutual funds and custody at Fidelity/NFS. Led by Oyinka Coakley, a Florida-licensed CPA with 20+ years experience and a longtime college professor.
Team overview
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Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
Oyinka Monique Coakley
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7676033
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $510,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $510,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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