TARA Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TARA Wealth provides investment management and comprehensive financial planning to individuals, couples, high‑net‑worth clients, charitable organizations, and business owners. The firm offers bundled Total Wealth Management and standalone planning engagements and generally conducts meetings virtually, supplemented by phone and email communication.
Investment implementation emphasizes passive, asset‑class portfolios (index funds and ETFs) and the firm can operate under discretionary authority for managed accounts. In contrast to most peers, a slightly larger share of the assets TARA Wealth advises are maintained in advisory/financial‑planning relationships (non‑discretionary) rather than in discretionary managed portfolios.
The firm is a small, two‑advisor practice whose principals hold CFP® credentials and are also licensed to recommend insurance and annuity products (commissions from those sales are disclosed to clients). Custody is maintained with a qualified third‑party custodian and TARA Wealth does not vote client proxies, leaving proxy voting and corporate action decisions to clients unless otherwise requested.
Client services
Expertise
Occupation focus
Fee options
Initial setup fee for financial planning starting at $1,000; annual fixed financial planning fees starting at $4,500
$0 - $1,000,000: Flat fee $10,000 (individual), $12,000 (household), $15,000 min (business owner) $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.30% $10,000,000+: Negotiable
$400 per hour for financial planning with 2-hour minimum
Account minimum: $1,000,000 Minimum fee: Flat fee of $10,000 for first $1 million (individual), $12,000 for household, $15,000 minimum for business owner Fee-only: Comprehensive Financial Planning fees starting at $4,500 annually (billed quarterly) plus initial setup fee starting at $1,000; hourly financial planning at $400/hour with 2-hour minimum
Main office
Durham NC
Advisors at this office
2
Most active in
California · North Carolina · Texas
Also doing business as
Tara Wealth · Tara Wealth 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
Amber S
Verified by Warmer
Series 63, Series 65, Series 7
Durham, NC
TARA Wealth
Amber Schiffert is a financial advisor and co-founder at TARA Wealth with eight years of industry experience. She holds Series 63, Series 65, and Series 7 licenses. TARA Wealth is a women-owned fiduciary advisory firm, bringing something unique to wealth management: advisors who share your perspective, understand your life transitions, and have no financial incentive other than helping you succeed. TARA Wealth was founded to set a higher standard — one built on trust, independence, and a genuine commitment to the women and families they serve. TARA Wealth financial advisors are happily located in San Diego, CA, and Raleigh, NC, and serve clients nationally.
Amanda D
Verified by Warmer
CFP®, Series 65
Durham, NC
TARA Wealth
Amanda DeCesar is a CFP® professional with 19 years of industry experience. She co-founded TARA Wealth in 2023 with Amber Schiffert. Her prior experience includes roles at MML Investors Services and J.P. Morgan Securities. TARA Wealth is an RIA serving individual and high-net-worth clients, couples, and businesses, providing Total Wealth Management, discretionary investment management, and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs, delivering financial planning as an ongoing engagement and managing accounts both discretionarily and non-discretionarily.
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