Tallgrass Wealth Management, Inc.

Tallgrass Wealth Management provides pension and employee benefit plan consulting and standalone financial planning, with an emphasis on plan‑level advice rather than discretionary account custody. Services listed in the brochure include identifying plan objectives and restrictions, recommending investment options and money managers, monitoring performance, and preparing written pension or financial plans; advice is generally limited to mutual funds, fixed income, insurance products (including annuities), ETFs (including precious‑metal ETFs), TIPS and private placements.

The firm’s advisory work draws on fundamental analysis, modern portfolio theory and quantitative methods to inform long‑term recommendations and manager selection, and deliverables are provided upon completion of consulting or planning engagements. Tallgrass does not take custody of client assets or exercise trading discretion, and it bills clients on a fee‑for‑service basis (hourly or fixed fees) rather than through ongoing percentage‑of‑AUM management arrangements.

Notable differences from many peers include an affiliation with an accounting practice and licensing that permits firm personnel to act as insurance agents and registered representatives, allowing the firm to recommend and sell commissionable insurance and securities products (a conflict disclosed in the brochure). The firm also reports no assets under management and explicitly relies on hourly and fixed‑fee pension consulting arrangements instead of percentage‑of‑AUM fees, a combination that is uncommon among investment‑manager firms.