Based in the Dallas suburb of Plano, Texas, Talis Advisors provides comprehensive wealth management solutions for a nationwide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice to our clients without the conflicts of interest that exist in the typical commission-driven advisor relationship. As a fiduciary, it is our duty to put the best interest of our clients first at all times. Learn more about the advantages of working with a Registered Investment Advisor at RIA Stands For You.
Our award-winning team includes CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and experts with extensive experience in wealth management - including financial/retirement planning, portfolio management, risk management, estate/tax planning and employer sponsored retirement plans. Our investment process is based on Nobel Prize winning research and we work closely with industry leaders, including Dimensional Fund Advisors (DFA Funds), AQR, Vanguard and Goldman Sachs.
To learn more about how we're different from Wall Street firms and the typical retail financial business, call us at (972) 378-1795 or read our firm brochure.
In a recent study conducted by AARP, plan participants were asked whether they pay fees for their 401(k) plan. Seven in ten (71%) reported that they did not pay any fees while less than a quarter (23%) said that they do pay fees. Six percent stated that they did not know. Clearly, the lack of transparency in disclosing fees within 401(k) plans has created a massive misunderstanding – exactly as it was designed to do. All 401(k) plans charge fees – it’s simply a matter of hiding them or disclosing them.