Chad Tacia
Advisor at Your IA, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Your IA, LLC
Location
Floresville, TX
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
About
Chad Tacia is an Investment Adviser Representative at Your IA, LLC with 11 years of industry experience. He holds the Series 63, 65, and 66 designations and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. He is also a member of Chad Tacia Consulting LLC, a pass-through entity for business expenses. Your IA, LLC is an SEC-registered advisory firm that offers customized investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm utilizes model portfolios and third-party managers while maintaining trading authority and provides both discretionary and non-discretionary mandates.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
Floresville, TX
Most active in
Chad T has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Your IA, LLC
2025 - Present (1 year)
Experior Financial Group
2024 - Present (2 years)
Chad Tacia Consulting LLC
2020 - Present (6 years)
Transamerica Financial Advisors, Inc
2015 - 2024 (9 years)
World Financial Group, INC.
2015 - 2024 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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