TN
CFP
TN
CFP

Tu Thien Nguyen

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
130 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$212.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Council Bluffs, IA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sierra Pacific Financial Advisors
October 2025 - Present · 4 mos
Previous Registrations
Dae Wealth Management
April 2025 - September 2025 · 5 mos
Callahan Financial Planning
October 2022 - June 2024 · 1 yr 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.