About Us Welcome to A Penny Planned!
Whether you’re planning for retirement, have questions about your investments, or seeking new strategies to grow your wealth, we’re here to help you make informed decisions and achieve lasting financial security. Contact us today to discover how our expertise and dedication can make a difference in your financial future.
Get in Touch!Meet Your Financial Advisor Tyson Fuller, CFP®
Tyson Fuller, CFP® attended Penn State University, where he earned his Bachelor of Science in finance and financial planning. He has over 12 years of experience helping clients define and reach their financial goals. His passion for helping others in an unbiased way led him to start A Penny Planned, LLC. Tyson loves being able to work one-on-one with clients so that he can get to know them and understand their specific needs and goals. This allows him to use his expertise to provide custom tailored financial plans.
Tyson is an avid Liverpool Football Club supporter and lives in Cedar Park, Texas, with his wonderful wife and five kids. He looks forward to the opportunity to work with you and your family!
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Frequently Asked Questions
Why did you become a fee-only financial advisor?
When I started my career as a financial planner, I decided early on that I wanted to do things differently so that my clients received great value and paid a fair price. I charge a monthly subscription for quality financial planning. I never accept commissions or charge AUM fees of any kind.
This allows me to stay a PURE fiduciary, always focused on the best possible outcome for my clients without any conflicts of interest. My belief is that the best financial advice comes with no strings attached in the form of commissions or referral fees of any kind.
What is a CERTIFIED FINANCIAL PLANNER™?
Anyone can call themselves a financial advisor, but a CFP® professional receives standardized training and abides by rules and fiduciary standards set in place by the CFP Board to ensure clients are always getting excellent service in their best interest. Working with a CERTIFIED FINANCIAL PLANNER™ is just one more way you can help guarantee that your financial future is in both knowledgeable and experienced hands.
Do I have to live in the Austin area to become a client?
Nope! Many of the people we work with live outside of Texas. Our correspondence can be completely remote, and we can discuss whether you would prefer to work together over the phone or through Zoom. Even my local clients often prefer to meet via Zoom for convenience.
Is there a minimum amount I have to invest?
Since I do not charge AUM (Assets Under Management) fees and do not manage the assets, you do not need to have a minimum asset level for us to work together. I believe everyone should have access to high-quality financial planning.
What resources do you have available?
As a paying client, you will have a login to get access to your customized financial planning dashboard. This will allow you to reference your plan and financial aggregated information at any time. In addition to my paid services, I thoroughly enjoy providing as many free resources as I can from highly knowledgeable and reputable sources. Check out our resources page to learn more!
Are you going to steal all of my money?
This question doesn’t get asked out loud as frequently, but it’s one that potential clients wonder about. As a fiduciary, I have access to my clients’ financial information, but not their actual finances. You will also never receive unexpected invoices or hidden fees; our monthly subscription fees are very simple and clearcut.
Houston Astros or Texas Rangers?
Astros all the way. I watched my first Astros game in the historic Astrodome when I was 6 years old. They have had my heart ever since.
Ready to get started? Give our office a call today, and we’d be happy to assist.
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