Tax & Financial Management
Tax & Financial Management (CRD# 127757) is a financial advisory firm headquartered in Atlanta, GA. They manage $20,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$400,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Tessmer (CRD# 1834222) is an Investment Advisor Representative working at Tax & Financial Management in Atlanta, GA and has over 30 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.