Attainable Wealth
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About
Attainable Wealth provides investment advisory and financial planning services to individual and high‑net‑worth clients as well as corporations, delivering portfolio management largely through third‑party outside managers and a suite of planning engagements (comprehensive, maintenance, focused, and hourly). The firm works with custodial platforms and manager programs to implement and service client accounts rather than acting as a standalone asset manager.
The firm’s investment approach emphasizes a core passive allocation built with index funds and targeted factor tilts (size, value, quality, momentum), and it reviews and monitors outside managers’ holdings, concentrations, and compliance as part of ongoing oversight. Portfolios are generally managed on a discretionary basis through recommended platforms (Betterment Institutional or GeoWealth), with periodic reviews tied to clients’ changing circumstances.
A distinctive aspect of the firm is its emphasis on client education and structured planning engagements: it participates in educational workshops and conferences made available through its platform relationships and offers multi‑month comprehensive planning with ongoing access and semiannual maintenance meetings. The firm’s use of third‑party manager platforms alongside these client education initiatives is less common among similarly sized supported advisers.
Client services
Expertise
Fee options
Focused Session Plan: $2,500 fixed fee (negotiable); Maintenance Financial Planning: $2,500 per year fixed fee
$0 - $1,600,000: 0.95% annually $1,600,001+: Flat $15,000 per year
$300/hour for Financial Planning
Fee-only: Financial Planning Hourly Fee: $300/hour; Financial Planning Fixed Fee - Focused Plan: $2,500 fixed (negotiable); Maintenance Financial Planning: $2,500 per year fixed fee, billed monthly or quarterly; Comprehensive Financial Planning: $3,600 to $8,000 billed monthly over six months (negotiable)
Main office
See officeJacksonville FL
Advisors at this office
1
Most active in
California · Florida · New York · Texas
Also doing business as
Attainable Wealth · Inga Timmerman · Tc & K Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Neeka M
Series 65
West Hills, CA
Attainable Wealth
Neeka Miremadi is a financial advisor at Attainable Wealth with a Series 65 credential and one year of industry experience. Prior to joining Attainable Wealth, she worked at Urban Wealth Management and contributed to the CSUN VITA Clinic. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment approach utilizing index mutual funds and ETFs with factor tilts and partners with third-party money managers to implement client portfolios.
Inga T
CFP®
Jacksonville, FL
Attainable Wealth
Inga Timmerman is a CFP® professional with 10 years of experience in financial advising. She is affiliated with Attainable Wealth and has served as an Assistant Professor of Finance at the University of North Florida since 2022. Her prior academic experience includes a seven-year tenure at California State University, Northridge. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment strategy with index mutual funds and ETFs, incorporating factor tilts, and works with third-party money managers to implement client portfolios.
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