Takayoshi Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Takayoshi Wealth Management provides financial planning and investment advisory services primarily to individuals and families through time‑bound and ongoing engagements, including a comprehensive 90‑day planning sprint, ongoing Year‑Round Advisory, and focused project reviews. The firm also offers educational seminars and workshops on personal finance and may provide implementation guidance for client investment holdings when engaged.
The firm delivers non‑discretionary portfolio advice that emphasizes diversified, long‑term strategies and commonly recommends low‑cost ETFs and mutual funds, tailoring recommendations to clients’ goals, time horizon, tax considerations, and liquidity needs. Client approvals are documented before transactions are placed, held‑away accounts are considered in overall planning, and the firm uses scenario analysis and stress‑testing as part of its recommendation process.
Distinctive aspects include a flat fee and project fee pricing model rather than asset‑based or performance‑based compensation, and a structured Sprint engagement that includes a limited post‑engagement stabilization period for follow‑up. The firm does not manage private funds or charge performance‑based fees, and its principal’s outside academic employment is disclosed and managed to avoid interference with advisory obligations.
Client services
Expertise
Fee options
90 Days Financial Sprint: $5,000 flat fee; Year-Round Advisory: $3,500 annual flat fee; Focused Review and Educational Seminars fees negotiated per project
Fee-only: Flat fees for advisory services; no percentage of AUM based fees
Main office location
Takayoshi Wealth Management LLC
26 Chandler Street
Newton MA 02458, United States
Number of offices
1
Most active in
Massachusetts
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
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