Firm
TEP Financial Solutions
Tamarac, Florida
Fee-only
TEP Financial Solutions at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $57,000 (assets it manages divided by its 9 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Tamarac, Florida |
|---|---|
| Website | tepfinancial.com |
| Phone | (954) 393-0310 |
TEP Financial Solutions fees
TEP Financial Solutions 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 |
|---|---|
| Assets managed | $1 million |
| Individual clients | 5 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 324653 |