Terrance Andersen
Tactical Wealth Partners · Zionsville, Indiana
Terrance Andersen is a fee-only financial advisor at Tactical Wealth Partners in Zionsville, Indiana, who holds the CFP credential. Terrance charges an ongoing planning fee and focuses on student loans.
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Specialties
Facts
| Firm | Tactical Wealth Partners |
|---|---|
| Based in | Zionsville, Indiana |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $13.2M across 350 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IN, TX · CRD 5943093 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tacticalwealthpartners.com |
| Profile |
How Terrance's firm compares
- Tactical Wealth Partners's average account is about $38,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Terrance
Is Terrance Andersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrance holds no broker registration, and Tactical Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terrance charge for financial advice?
Terrance charges an ongoing planning fee.
Does Terrance work with clients virtually?
Yes. Tactical Wealth Partners says on its website that it works with clients remotely.
Where is Terrance Andersen based?
Terrance Andersen is based in Zionsville, Indiana.
What does Terrance specialize in?
Terrance's specialties include student loans.
What credentials does Terrance Andersen hold?
Terrance Andersen holds the CFP credential.
Is Terrance Andersen registered with the SEC?
Yes. Terrance Andersen is registered as an investment adviser representative in CA, IN and TX (CRD 5943093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tactical Wealth Partners manage?
Tactical Wealth Partners reports $13.2M across 350 accounts in assets under management.
How do I contact Terrance Andersen?
Through Terrance's website, www.tacticalwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tactical Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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