CRD: 310549
Truly Prosper Financial Planning LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-09-2020
- Office Locations
- 1
Office Locations
About Truly Prosper Financial Planning LLC
Truly Prosper Financial Planning is an Ohio-based RIA providing comprehensive financial planning and portfolio management, including tax, estate, business succession and insurance planning, for business owners, physicians and retirees. The firm emphasizes asset allocation and risk management, investing primarily in public funds (mutual funds/ETFs) alongside cash, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN MASON TEGTMEYER
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #7298322
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,799,638 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,799,638 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing