The Tempest Financial Group PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning, insurance strategies, and consulting to individuals, high-net-worth households, and business owners, delivered primarily through virtual engagements. Services described in the brochure include retirement and estate planning, cash-flow and debt management, business planning and succession, tax planning, investment analysis, and educational seminars and continuing-education courses.
The firm's process emphasizes a planning-led approach and fundamental analysis to inform asset allocation and investment recommendations, with ongoing monitoring and periodic plan reviews. Clients may be billed via fixed upfront planning fees, hourly charges for additional work, or an optional monthly subscription retainer that provides ongoing access to a planner and implementation support.
Notable distinctions include an affiliated insurance agency that implements recommended insurance solutions and generates commission income when products are sold, alongside a client-education blog and public webinars or continuing-education offerings. The brochure also highlights a fee model that relies on fixed, hourly and subscription fees rather than the percentage-of-assets-under-management structure common at many investment firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Commissions received from sale of insurance products (Life, Health, Disability, Medicare, Long Term Care, Annuities) through The Tempest Financial Group Insurance Agency.
Hourly rate of $150 for additional meetings or services beyond fixed fee plans.
Comprehensive plan subscription fee: $250 per month; Complex/High Net Worth subscription fee up to $1,000 per month; Business retainer starting at $2,000 per month.
Fee-only: Basic Financial Plan: $625 - $1,250; Comprehensive Plan: $1,300 - $2,500; Complex/High Net Worth Plan: $2,500 - $5,000; Additional time charged at $150/hour.
Main office
Fort Worth TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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