Targeted Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,041,334
Clients
104
Advisors
5
across 4 offices
About
Targeted Wealth Solutions provides financial planning, portfolio management, retirement plan advisory, and financial coaching to individual and high‑net‑worth clients, and is available to serve foundations, charitable organizations, and plan sponsors. The firm also produces third‑party‑published educational content for physicians, medical practices, and families with special‑needs dependents and offers group education and enrollment support for retirement plan participants.
The firm’s investment process begins with a Modern Portfolio Theory framework augmented by quantitative, factor‑driven asset allocation and model portfolios constructed primarily with ETFs; accounts may be managed on a discretionary or nondiscretionary basis. For active management and downside hedging the firm discloses use of derivatives—specifically covered calls and protected puts—and employs statistical models and tactical trading as part of its risk management approach.
Compared with many peers, Targeted Wealth Solutions maintains an unusually large office footprint for a team of its size and discloses that its founding principals also operate a mortgage origination business as licensed mortgage loan originators, a relationship the firm manages through a tangible net‑benefit test. The adviser group includes several professionals who continue working in other industries (commercial aviation and medicine), and the firm offers ERISA §3(38) discretionary plan services and client education formats that distinguish its service mix from many similar team firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat annual fee of $5,200 for financial planning and portfolio management for assets up to $500,000
$0 - $500,000: $5,200 annual flat fee $500,001+: $5,200 plus 0.25% (25 basis points) of assets above $500,000
$350 per hour for complex financial planning, billed in 30-minute increments
Financial coaching services starting at $250 per month
Minimum fee: $5,200 annually for assets up to $500,000 Fee-only: Financial planning billed at $350 per hour in 30-minute increments; financial coaching starting at $250 per month
Main office
See office1755 Telstar Dr, 3rd Floor
Colorado Springs CO 80920
Advisors at this office
2
Offices (4)
Most active in
Colorado · Texas
Also doing business as
Targeted Wealth Solutions · Targeted Wealth Solutions 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
Advisors at this firm
Michael W
Series 65
Schertz, TX
Targeted Wealth Solutions
Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.
Aaron M
CFP®, Series 65
Colorado Springs, CO
Targeted Wealth Solutions
Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.
Bryan J
Series 65
Colorado Springs, CO
Targeted Wealth Solutions
Bryan Jepson is a Series 65-licensed advisor at Targeted Wealth Solutions with three years of experience in financial advising. He concurrently works as an emergency physician at Emergency Medical Specialists, PC, a role he has held since 2017. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using a Modern Portfolio Theory framework complemented by quantitative models and factor-driven diversification.
Brandon L
Series 65
New Braunfels, TX
Targeted Wealth Solutions
Brandon La Valley is a financial advisor at Targeted Wealth Solutions in New Braunfels, TX, with 10 years of industry experience. He holds a Series 65 designation and has served in the United States Air Force and Air Force Reserve since 1999, currently working as a pilot. La Valley also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using a Modern Portfolio Theory framework supplemented by economic analysis, quantitative models, and factor-driven diversification.
Ryan S
Series 65
Selma, TX
Targeted Wealth Solutions
Ryan Scheibe is a financial advisor at Targeted Wealth Solutions with a Series 65 designation and four years of industry experience. He has served in the United States Air Force since 2011, currently holding the rank of Major and participating in the Department of Defense Skill Bridge program as a pilot. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, retirement-plan fiduciary services, and educational content, using a portfolio construction approach based on Modern Portfolio Theory combined with economic analysis and quantitative models.
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