Flat Fee Advisors - Brian Tegtmeyer's Bio

Brian Tegtmeyer

CFP®

Truly Prosper Financial Planning

columbus, OH

Contact Brian

Brian can help you with

Investment Analysis
Retirement Planning
Employee Benefits
Tax Optimization
Insurance Planning

Brian specializes in

Technology Professional/Engineer
Corporate Officer
Medical Professional
College Professor
Government Employee
Other
Early Retirement
Financial Independence
New Retirees

Expertise

Investment Analysis and Planning
Portfolio Management
Retirement Planning
Social Security Planning
Benefits and Compensation Planning for Employees
Tax Efficient Withdrawal Planning
Tax Optimization
Insurance and Risk Management
Medicare Insurance Planning
Estate and Legacy Planning
Charitable Giving
Cash Flow Analysis
Life Event Planning
Windfall Planning
Roth Conversion Planning
Financial Life Planning

Pricing

Flat fee of $12,000 per year, paid quarterly
(includes up to $3 million of investments; higher fee may apply for larger portfolios)

True Wealth Planning
Financial Planning + Investment Managment

The True Wealth financial planning process begins with creating a financial life plan. The plan will serve as the foundation for future decision-making. After the initial planning process, we will typically meet twice a year to review your financial plan and update as needed.

Our flat fee financial planning and investment management service includes:

Investment management
Portfolio distribution strategies
Roth conversion planning
Retirement planning
Investment allocation and diversification
Establishing a retirement spending plan
Insurance planning
Tax planning
Planning for health care costs
Deciding when to begin Social Security benefits
Selecting a pension option
Major purchase planning
Legacy planning
Relocation decisions
Estate planning
Other questions as they arise

Want to learn more about our flat fee retirement planning services?

Use our calendar to schedule a free 30 minute call. https://calendly.com/trulyprosper/30min

About

Hi, I’m Brian, a CFP® professional and founder of Truly Prosper Financial Planning in Dublin, OH.

For over 14 years, I’ve been helping individuals and couples navigate retirement decisions. I know that successful retirement planning is about more than investments and numbers—it’s about living with confidence, purpose, and peace of mind.

I specialize in working with people over 50 who are approaching or living in retirement. Through a thoughtful and ongoing process, I help you simplify your finances, minimize taxes, and create reliable income.

As a fee-only, fiduciary, and independent financial advisor, I’m paid only by my clients — never by commissions or product sales. That means my advice is always guided by one thing: your best interest.

Before founding Truly Prosper, I spent over a decade at a well respected fee-only wealth management firm in Cincinnati, OH, developing detailed retirement income plans, tax strategies, and Social Security optimization for high-net-worth families. I appreciated the experience, but I felt called to create a firm that specialized in tax smart retirement planning for people that want to live with purpose in retirement.

In 2020, Truly Prosper was born to help people make the most of their time, relationships, and resources — using money as a tool to live an intentional and fulfilling life.

Faith is an important part of my life. I serve as a leader in my local church, where I enjoy helping others grow in their faith and live intentional lives. Outside of work, I love spending time with my wife and our three kids. Whether it’s a board game, a backyard kickball match, or a family hike, those simple moments remind me why planning with purpose matters so much.

If you’re looking for a trusted partner to help you navigate your retirement with clarity and confidence, I’d be honored to walk alongside you.

Our Philosophy

Flat Fee Pricing: You shouldn’t pay more just because your account grows. We charge a flat, transparent fee—not an arbitrary 1% of your investments. Clear pricing means our advice stays focused on what’s best for you.

Index Fund Investing: We believe that index fund investing is more effective than traditional active management. It minimizes costs and helps investors capture their fair share of market returns.

Retirement Specialist: Retirees should work with a specialist who deeply understands the financial, tax, and income planning decisions that shape this important stage of life.