We are a "Fee-Only" firm. Our advisors are only compensated by fees paid directly by our clients. We receive no commissions, no third-party payments, and have no financial interest in any services or investment products we employ for our clients. Fees are always quoted and agreed upon in advance and are clearly disclosed.
To insure that we remain able to provide the highest quality investment advice to our clients, we observe certain minimum thresholds for client relationships. Our minimum portfolio size is generally $500,000. There are exceptions to this minimum, particularly for clients who are adding to their portfolio on a regular basis.
If it is determined that an initial comprehensive financial plan is needed, fees are based on the complexity of the plan. Some planning services may be based on the hourly billing rates of the Tull Financial staff performing the services.
We understand that you desire a trusted advisor who is looking out for your best interest. We believe it's important for both parties to feel comfortable working together. With that said, in order to determine if our firm can provide the services you require, your initial visit is complimentary. Thank you for taking the time to evaluate better planning opportunities. We would consider it an honor to serve you as your financial advisor
Please see our Firm Brochure registered on the SEC website for complete information regarding fees.