Zachery Price
TSN Wealth & Tax Management · Louisville, Kentucky
Zachery Price is a fee-only financial advisor at TSN Wealth & Tax Management in Louisville, Kentucky. Zachery focuses on retirement planning, tax planning and estate & legacy planning. TSN Wealth & Tax Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Zachery →
Specialties
Facts
| Firm | TSN Wealth & Tax Management |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $287.0M across 2,118 accounts |
| SEC registration | Investment adviser representative in KY · CRD 7613479 |
| Exams passed | Series 63 (2022) · Series 65 (2026) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.tsnadvisors.com |
How Zachery's firm compares
- TSN Wealth & Tax Management's average account is about $136,000, from its Form ADV (assets managed divided by 2,118 accounts).
Request an introduction to Zachery
Tell Zachery a little about what you're looking for. Zachery isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachery
Is Zachery Price a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachery holds no broker registration, and TSN Wealth & Tax Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachery charge for financial advice?
Zachery's firm, TSN Wealth & Tax Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachery Price based?
Zachery Price is based in Louisville, Kentucky.
What does Zachery specialize in?
Zachery's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.
Is Zachery Price registered with the SEC?
Yes. Zachery Price is registered as an investment adviser representative in KY (CRD 7613479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TSN Wealth & Tax Management manage?
TSN Wealth & Tax Management reports $287.0M across 2,118 accounts in assets under management.
How do I contact Zachery Price?
Through Zachery's website, www.tsnadvisors.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
- TSN Wealth & Tax Management 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.
See something wrong? Request a correction. Read our methodology.