Firm
TTP Investments
San Jose, California
Fee-only
TTP Investments at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 381 individual clients, 155 of them high net worth.
- Its average account is about $550,000 (assets it manages divided by its 1,038 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Website | ttp-investments.com |
| Phone | (408) 879-0399 |
TTP Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"TTP Investments does not have a client minimum as our firm feels everyone should be afforded access to investment management." source
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 | $571 million |
| Individual clients | 226 |
| High-net-worth clients | 155 |
| Accounts managed | 1,038 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-107967) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 284082 |