Tucker Wealth Advisory
Tucker Wealth Advisory (TWA) offers independent, unbiased and conflict-free financial advice to individuals, families and small businesses. Services are most suitable to those who are:
· Mid-career professionals
· Pre-retirees
· Retirees
· DIY investors
TWA provides fiduciary solutions that are accessible to all, regardless of income or assets, and is a Fee-Only and Advice-Only firm. You will not encounter any sales pressure or hidden referral fees.
Pricing is flexible, with engagement options including project-based, hourly or on-going. We do not charge any asset-based fees. Pay as you would for other professional services, such as an attorney or CPA. With Advice-Only, there is no need to uproot your accounts from current providers.
Please visit www.tuckerwealthadvisory.com.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.