Firm
Laffer Tengler Investments
Nashville, Tennessee
Fee-only
Laffer Tengler Investments at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 11 advisors are listed here; 4 of 11 hold the CFA.
- Its Form ADV reports 14 employees and 243 individual clients, 98 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 767 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | laffertengler.com |
| [email protected] | |
| Phone | (800) 838-3468 |
Laffer Tengler Investments fees
Laffer Tengler Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $800 million |
| Individual clients | 145 |
| High-net-worth clients | 98 |
| Accounts managed | 767 |
| Employees | 14 |
| Planning clients | 0 |
| Registered with | The SEC (801-56953) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 108068 |