TIAS Planners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,170,000
Clients
11
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$924,545
About
The firm provides investment advisory services, ongoing tailored portfolio advice, and both long-term and short-term comprehensive financial planning, along with seminars and public speaking engagements. It manages about $10.17 million for a small number of clients and delivers personalized plans that cover cash flow, retirement, tax strategies, estate planning, and business planning.
The firm primarily follows a passive, asset-allocation approach using index mutual funds and ETFs and constructs portfolios around client-specific investment policies, objectives, time horizons and risk tolerances. Although the adviser documents discretionary authority in agreements, as of December 31, 2024 all assets under management are non‑discretionary, so clients retain trading authority while receiving continuous advice and implementation support.
What distinguishes the firm from many independent peers is its largely non‑discretionary AUM—an arrangement that is relatively uncommon among similar advisers—and a very small client base with a relatively high average relationship size, which aligns with its practice of waiving planning fees for larger managed-asset relationships. The principal also reports material outside commitments (a real estate holding activity and a charitable nonprofit) and offers fee-based public speaking engagements, which are notable operational features for a firm of this size.
Client services
Financial planning
Portfolio management
Expertise
Long-term care insurance
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$500,000+: 0.35% to 1.25% per annum (negotiable, based on account type, complexity, and size)
Long-Term Comprehensive Financial Planning: Initial fee $1,500 (individual) to $3,000 (couple), monthly fee $150 to $250 starting month 13; Short-Term Financial Planning: $900 to $1,500 one-time fee
Account minimum: $500,000
Main office location
TIAS Planners
1153 Tyler Ave.
Annapolis MD 21403, United States
Number of offices
1
Most active in
TIAS Planners has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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