Eaglestrong Financial

Tripp Yates, CPA/PFS, CFP® is the founder of Eaglestrong Financial. With over 10 years of experience in financial planning and investment management, Tripp wants to help you organize your finances, reduce taxes, and invest wisely. Eaglestrong Financial is a fee-only fiduciary financial planning firm. Our investment philosophy is based on diversification, utilizing low-cost investments and prioritizing tax efficiency. We believe in evidence-based investing (primarily DFA Funds) from years of academic research. You have your own passions and dreams. Share them with us, and we’ll create a path to help you reach them. Schedule a free consultation here.

 

 

Fee Structure:

Financial Planning One Time Services:

Education Funding: $500
Student Loan Analysis: $1000
One time comprehensive retirement plan: $2500

Under $250,000 in assets under management

$200 – $500 per month based on complexity + initial setup fee of $1000

$250,000+ in assets under management (blended fee structure):

1%           $0 – $2,000,000
0.50%    $2,000,001 – $4,000,000
0.25%    $4,000,001 and above