T.L. Eddy Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
T. L. Eddy Financial Services, Inc. provides investment consultation, financial planning and account management to individuals, trusts, pension plans and municipalities. The firm devotes approximately 80% of its practice to securities-related matters and about 20% to non-securities financial advice, including tax advice and preparation.
The firm applies economic fundamental and financial market analysis to design strategies tailored to each client and conducts quarterly account reviews with written summary statements. Custody and trade execution are handled through Charles Schwab Institutional, and the firm manages client assets on a non-discretionary basis, so clients retain authority to approve transactions.
What is distinctive about the firm is its primary use of a non-discretionary advisory model, an arrangement that is uncommon among independent advisers. The firm also integrates tax-preparation and broader financial-advice services into its practice, does not accept performance-based fees, and follows company recommendations when voting client securities unless clients direct otherwise.
Client services
Expertise
Fee options
$0+: 0.5% unspecified+: up to 1.5%
Hourly charges up to $300, negotiated prior to engagement
Main office
Clearwater FL
Advisors at this office
1
Most active in
Florida
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.
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