Tax & Financial Management

Tax & Financial Management (CRD# 127757) is a financial advisory firm headquartered in Atlanta, GA. They manage $25,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $833,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Tax & Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Tessmer
CRD#: 1834222
1870 The Exchange, Suite 100, Atlanta, GA 30339
86
Wealthminder
score

Donald Tessmer (CRD# 1834222) is an Investment Advisor Representative working at Tax & Financial Management in Atlanta, GA and has over 28 years of experience in the finance industry. Donald Tessmer has taken additional exams to become a Certified Financial Planner (CFP®). 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.

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