Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tiverton Wealth, LLC advises individuals, high-net-worth individuals, charitable organizations, and businesses, delivering comprehensive financial planning and investment management. Services are organized as two sequential engagements — an Initial Planning Engagement followed by an Ongoing Subscription — and encompass investment recommendations, estate-planning facilitation (including a Trust & Will option), insurance review, and tax analysis.
The firm operates as a fee-only adviser using flat, milestone-based planning fees and a flat monthly or annual subscription for ongoing services, and it offers clients a choice between managed implementation with limited discretionary trading authority at its recommended custodian or self-directed implementation using the firm’s model portfolios. Tiverton generally maintains long-term positions, reviews managed accounts at least quarterly, provides non-discretionary recommendations for held-away retirement plan accounts, and implements periodic tactical adjustments to its asset-allocation models as warranted.
A distinctive feature is the firm’s affiliation with Tiverton Tax, LLC, an entity under common ownership with the principal, which prepares the comprehensive tax analysis included in the Initial Planning Engagement and provides annual income tax return preparation as part of the Ongoing Subscription at no separate charge. The brochure discloses the resulting conflicts of interest — including that a portion of advisory fees indirectly compensates the affiliate — and describes mitigations such as a separate Tiverton Tax engagement agreement, clients’ ability to use other tax professionals, and documented annual reviews of fees and services.
Client services
Expertise
Fee options
Initial Planning Engagement fee is a flat fee from $500 to $10,000. Ongoing Subscription fees are flat monthly fees ranging from $0 to $1,250/month or $0 to $15,000 annually.
Ongoing Subscription fee charged monthly in advance; flat fee range from $0 to $1,250 per month or $0 to $15,000 annually.
Minimum fee: Initial Planning Engagement fee: $500 to $10,000 flat fee, payable at commencement; Ongoing Subscription fee: $0 to $1,250 per month (or $0 to $15,000 annually) flat fee, payable monthly in advance. Fee-only: Flat fees for advisory services: Initial Planning Engagement (flat fee $500-$10,000) plus Ongoing Subscription (flat fee $0-$1,250/month or $0-$15,000/year). No commissions.
Main office
2001 Timberloch Place #500
The Woodlands TX 77380
Advisors at this office
1
Most active in
Texas
Also doing business as
Tiverton Wealth · Tiverton 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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