Tsai Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tsai Wealth Management provides personalized financial planning, investment management, and consulting to individuals, pension and profit‑sharing plans, and trusts. The firm offers ongoing discretionary portfolio management as well as standalone financial planning engagements, with compensation structured through asset‑based advisory arrangements and separate planning fees.
The adviser emphasizes strategic asset allocation and diversification and employs a long‑term, buy‑and‑hold approach, implementing portfolios primarily with no‑load institutional mutual funds (including Dimensional Fund Advisors), exchange‑traded funds, individual fixed‑income securities and certificates of deposit. Accounts are managed on a discretionary basis with at least quarterly formal reviews and periodic rebalancing and tax‑management considerations.
The firm is affiliated with a related CPA practice (Jack Tsai & Associates); the principal advisor is a CPA and Personal Financial Specialist who devotes approximately 75% of his time to the accounting practice, and the brochure discloses this arrangement and any potential conflicts while noting clients are not required to use the accounting services. Tsai Wealth Management also directs clients to Charles Schwab’s institutional custody platform for custody, trade execution and reporting, citing the operational and technology services that support its advisory activities.
Client services
Expertise
Fee options
1.00% annual fee, billed quarterly in arrears (0.25% per quarter)
Financial planning fees charged at $250 per hour
Minimum fee: Financial planning projects minimum fee $2,000, negotiable Fee-only: Financial planning fees charged hourly at $250 per hour
Main office
238 South Arroyo Pkwy #120
Pasadena CA 91105
Advisors at this office
1
Most active in
California
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
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