Firm
Tyndale Investments
Washington, District of Columbia
Fee-only
Tyndale Investments at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 30 individual clients, 5 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 30 accounts).
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Phone | (202) 255-9018 |
Tyndale Investments fees
Tyndale Investments 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 25 |
| High-net-worth clients | 5 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 163581 |