Firm
Tactical Wealth Partners
Zionsville, Indiana
Fee-only
Tactical Wealth Partners at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 97 individual clients.
- Its average account is about $38,000 (assets it manages divided by its 350 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Zionsville, Indiana |
|---|---|
| Website | tacticalwealthpartners.com |
| Phone | (210) 843-4866 |
Tactical Wealth Partners fees
Tactical Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 97 |
| Accounts managed | 350 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 286416 |