TNT Asset Management

TNT Asset Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 4 advisors are listed here; 3 of 4 hold the CFP.
• Its Form ADV reports 6 employees and 188 individual clients, 66 of them high net worth.
• Its average account is about $346,000 (assets it manages divided by its 506 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

TNT Asset Management fees

TNT Asset Management 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

Advisors at this firm (4)

• Dah-Chin Chi

• Issam Bakir

  CFP

• Tarik Bakir

  CFP

• Trevor Bakir

  CFP

Other fee-only firms in Round Rock

• Ubequity Wealth Management, LLC
• Argent Wealth Management Inc.
• Davis & Wehrle
• Everyplan Financial
• Inked Investments
• Majestic Oak Financial
• Perry Investment Management
• Ridley Wealth Management

Fee-only advisors in Texas