Retire to Tellico

Updated today

Total assets under management

$7,480,781

Total clients

14% high-net worth

Total advisors

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

Average account size

$534,342

Client services

Financial planning Portfolio management Selection of other advisers Tax preparation

Fee options

Fixed

Initial Financial Planning Engagement: $3,750 fixed fee; Tax Preparation: fixed fee based on complexity

Project-based

$300 per hour for Hourly Financial Planning Engagement

Other

Account minimum: $500,000 minimum for Wealth Management services (negotiable) Minimum fee: Minimum annual fee for Ongoing Financial Planning: $6,000; Minimum annual fee for Wealth Management: $6,250 Fee-only: Initial Financial Planning Engagement: fixed fee $3,750; Ongoing Financial Planning Engagement: fixed annual fee, minimum $6,000; Hourly Financial Planning Engagement: $300 per hour; Tax Preparation: fixed fee based on complexity, negotiable; Retirement Plan Management: 0.85% assets under management

Disclosures

Main office location

Retire to Tellico

110 Center Park Dr, Suite 102

Knoxville TN 37922, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn YouTube Website (865) 240-0320

Advisors at this firm

Thomas C

CFP®, EA

Louden, TN

Retire to Tellico

InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.

General retirement planning Retirement income strategy General tax planning General estate planning guidance

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Call (201) 292-4557

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