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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

Fund Assets in Fund
Dimensional Retirement Income Fund <$1M

    Firm Client types

    There is no client type data to display at this time.

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Tea & Taxes Company 18 years, 1 month Sep 2001 - Present

    Designations & Memberships

    • Alliance of Comprehensive Planners
      Membership
      Alliance of Comprehensive Planners
      Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners who believe clients are more than numbers. ACP members provide retainer-based services to manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business and provide the highest quality service while also developing meaningful relationships with their clients. ACP provides the tools and training for a successful future as a financial planner. Our members provide the comprehensive plans for a successful financial future
    • Financial Planning Association
      Membership
      Financial Planning Association
      The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
    • National Association of Personal Financial Advisors
      Membership
      National Association of Personal Financial Advisors
      NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
    • XY Planning Network
      Membership
      XY Planning Network
      The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
    • Certified Financial Planner
      Designation
      Certified Financial Planner
      A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

    Articles and Answers

    Insights by Wendy Marsden

    There are no insights for this advisor to display at this time.

    Answers

    Ask a financial questionAsk a question
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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 12, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Prosperitea Planning

    Last updated on Feb. 26, 2019
      • $18.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 136
        Accounts
      • $133.1K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other