Tax Efficient Asset Management Solution, Inc. logo

Tax Efficient Asset Management Solution, Inc.

Updated today
Find your advisor

Client assets under management

$96,602,488

More info

Clients

57

79% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

29

Low

Average account size

$1,694,780

About

Tax Efficient Asset Management Solution, Inc. (TEAMS) serves high‑net‑worth individuals and corporate clients, delivering tax‑focused portfolio management, comprehensive financial and estate planning, and bespoke investment policy statements. The firm provides both tactical and comprehensive planning deliverables—such as Value Proposition Letters and Family Wealth Blueprints—along with portfolio management and real‑estate/debt investment advisory services.

TEAMS follows a phased, multidisciplinary process that combines proprietary software, cash‑flow and estate‑optimization modeling, and fiduciary coaching to evaluate after‑tax outcomes and coordinate implementation. While TEAMS develops investment policy statements and implements planning recommendations, it typically delegates day‑to‑day asset management to third‑party managers and uses sub‑advisory relationships to execute the IPS-driven strategies.

What distinguishes TEAMS from many peers are its formal affiliations: the brochure discloses an affiliated law firm (Million Voorhees Ziebold LLP d/b/a Family Office Law), ownership and sub‑advisory links with Pan Global Advisers (including a fund of funds relationship), and an affiliated insurance agency (Integrated Family Office Insurance Services, Inc.). These cross‑entity relationships support integrated legal, tax, investment, and insurance coordination but also create potential conflicts that the firm addresses through a Multi‑Disciplinary Planning Disclosure and other disclosures to clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Retired

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Phase 1 Value Proposition Letter (VPL): $500 to $3,000; Family Wealth Statement: $3,500 to $6,000; Financial Checkup: $2,500 to $5,000; Phase 2 tactical plans start at $1,000; comprehensive plans start at $12,000

Percentage

$0 - $2,000,000: 1.50% $2,000,000 - $5,000,000: 1.30% $5,000,000 - $10,000,000: 1.15% $10,000,000 - $25,000,000: 1.00% Greater than $25,000,000+: 0.85%

Project-based

$175 to $450 per hour for financial planning services

Other

Account minimum: $25,000 for retirement accounts and $250,000 for all other accounts Fee-only: Financial planning fees for Phase 1: $500 to $3,000; Family Wealth Statement: $3,500 to $6,000; Financial Checkup: $2,500 to $5,000; Phase 2 tactical plans starting at $1,000; comprehensive plans starting at $12,000; hourly rates $175 to $450 per hour

Main office location

Tax Efficient Asset Management Solution, Inc.

650 Town Center Drive, Suite 890

Costa Mesa CA 92626, United States

Number of offices

2

Most active in

More info

California · North Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 949-878-9400

Advisors at this firm

Scroll left Scroll right
user avatar

Timothy V

Series 63, Series 65

Costa Mesa, CA

Tax Efficient Asset Management Solution, Inc.

Timothy Voorhees is a financial advisor with Tax Efficient Asset Management Solution, Inc. (TEAMS) in Costa Mesa, CA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Voorhees is also licensed to practice law in Maryland and is involved in mediation services and church community support through his work with HISPEACE.NET and Covenant.net. His career includes leadership roles at Matsen Voorhees Mintz, LLP and Voorhees Intellectual Property, LLC. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients by providing tax-focused investment management, estate and financial planning, and alternative investment oversight. The firm employs a multi-phase advisory process emphasizing tax-aware portfolio optimization and estate integration, supported by formal affiliations with legal, insurance, and investment entities.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Evan P

CFA®

Costa Mesa, CA

Tax Efficient Asset Management Solution, Inc.

Evan Pan is a CFA® charterholder with 10 years of industry experience. He is currently with Tax Efficient Asset Management Solution, Inc. and has prior experience at Fuller Investment Management Company and TWW Invests, LLC. Evan serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. Tax Efficient Asset Management Solution, Inc. provides tax-focused investment management, estate and financial planning, and alternative investment oversight for high-net-worth individuals and corporate clients. The firm employs a multi-phase advisory process emphasizing tax-aware portfolio optimization and estate integration, supported by formal affiliations with legal, insurance, and investment advisory practices.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")