Brian Tegtmeyer
CRD Number: 7298322Current Firm: Truly Prosper Financial Planning LLC
Compensation Model: Fee Only
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.
In 2020, Truly Prosper was founded on the beliefs that:
- Financial Life Planning can help people live the best life possible with the money they have.
- Retirement planning should be available to all people, not just the wealthy.
- Pricing should be based on the services received and not the size of your investment portfolio. That's why I charge a flat-fee and do not charge the typcial fee of 1% of assets.
- Retirees are better served by an advisor specializing in retirement planning.
I'm a Certified Financial Planner (CFP®) professional. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Primerica Advisors
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Fifth Third Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Truly Prosper Financial Planning | Xenia, OH | Jul 2020 - Current | 3 |
Financial Freedom LLC | Cincinnati, OH | Oct 2011 - Current | 12 |
- OH
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Total Assets Under Management17MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$250,321
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
Truly Prosper Financial Planning LLC (“Truly Prosper”) is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Truly Prosper in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Truly Prosper, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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