Firm
TDT Financial
Sioux Falls, South Dakota
Fee-only
TDT Financial at a glance
- One of 17 fee-only firms based in South Dakota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 35 individual clients, 19 of them high net worth.
- Its average account is about $372,000 (assets it manages divided by its 121 accounts).
Facts
| Based in | Sioux Falls, South Dakota |
|---|---|
| Phone | (253) 514-5345 |
TDT Financial fees
TDT Financial 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 · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 16 |
| High-net-worth clients | 19 |
| Accounts managed | 121 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 310877 |