Welcome to A Penny Planned Helping Clients in Austin, TX & Nationwide
People who are smart and careful with their finances can sometimes be hesitant to trust the future of their wealth to a financial planner. We totally get it—you worked hard for everything you have!
One of the shocking things for me when I began my career in the financial industry was the vastly different ways advisors or planners get paid by their clients. Many collect commissions or fees for selling certain products. Many collect AUM (Asset Under Management) fees at varying rates. Oftentimes, clients pay significantly different amounts for the EXACT same level of service from an advisor simply because they have a higher balance in their accounts.
I’m on a mission to create clarity for my clients by charging a simple monthly subscription fee rather than the highly variable and sometimes confusing fee structures you see for other financial advisement services.
Let’s create a financial plan together to give you the clarity and confidence you are looking for to secure a better financial future. Contact us today to learn more about our services and schedule your consultation.
Schedule a ConsultationPersonalized Financial Plans For Now & The Future
Unbiased Financial Planning
We do not sell investment products or manage assets. As a PURE fiduciary, Tyson is 100% committed to your true best interests.
No Conflict of Interest
We do not receive commissions, referral fees, or bonuses with any of the financial advice we provide to our clients. Our office provides fee-only financial planning.
Experienced Dedication
Tyson Fuller, CFP® has 12 years experience creating actionable financial plans. He is a CERTIFIED FINANCIAL PLANNER™ professional, with a finance degree and Certificate of Financial Planning from The Pennsylvania State University.
WHO DO WE HELP?
Pre-Retirees
The thought of finally retiring is exciting! We can help ensure everything is in place for you financially so you can focus on your post-retirement vacation plans.
Successful Professionals
You’re finally at the height of your career and wondering what the best arrangement is for your assets. Let our team help you create a plan to maximize your wealth.
IRA to Roth Strategies
Roth IRAs can be utilized to create a tax efficient retirement strategy. If Roth Conversion makes sense, we will create a solution specifically for you.
Don’t exactly fall into any of these categories? We work with many types of clients, and would be happy to discuss your financial needs and goals during your consultation.
Our Mission
Our mission is to provide transparent, unbiased, and personalized financial advice that empowers our clients to achieve their financial goals. We are committed to always acting in our clients’ best interests by offering trustworthy guidance with zero conflicts of interest. Building enduring client relationships based on integrity, clarity, and dedication, is a top priority. Practical and achievable financial recommendations are made after considering each client’s unique situation.
Schedule a ConsultationMeet Our Founder Tyson Fuller, CFP®
I am a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in financial planning. I started A Penny Planned to provide clients with the unbiased, personalized advice that they need and deserve.
My no-strings attached approach allows me to remain a pure fiduciary, acting in my clients’ best interest at all times. I am passionate about helping people achieve their financial goals by creating actionable steps toward a better financial future. I am always eager to learn new skills and continue to better myself every day.
Contact Tyson
