A complete list of active advisors currently associated with Takayoshi Wealth Management LLC

Warmer can help you find a great advisor at Takayoshi Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Takayoshi Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.