Thomas-Kopelman
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
5.0
Average rating
8
Client Reviews
$12K to $75K
Flat Fee/Retainer
N/A
Minimum Investible Assets
$750K
Minimum Annual Income
What Our Clients Say
5.0
8 Client Reviews
Mark Cecchini, CFP®
Advising high performers in tech & business ⬩ Advisor & Director of Wealth Solutions @ Quadrant Capital ⬩ Ethics & Tax @ UCLA ⬩ Tweets ≠ Advice ⬩ Views = Mine
5.0
"For starters @TKopelman @TheJacobTurner @zachmelloh26 @camp_wealth @bryanhasling @matt_gottshall @imericrife @maxpashman @imericrife @Eric_M_Courage @ryanOpulus @FranWalsh73 @T_Gatzemeier among dozens of others who I forgot"
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Jon Matzner
Cofounder @saganpassport. Used to chase terrorists & WMDs for Uncle Sam. Semi-Retired.
5.0
"@TKopelman. Use him, and have referred 15 people to him who use him.
Setting up everything, structuring, funding weird shit I’ve never heard of, making in California less painful"
Setting up everything, structuring, funding weird shit I’ve never heard of, making in California less painful"
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We really specialize in 2 areas: - business owner making over $1mil in personal income per year
- executive with equity compensation making over $1mil a year
- executive with equity compensation making over $1mil a year
Clients who wouldNOTbe a good fit
Retirees, people who only want investment management, people making under $500k of income.
Minimum Financial Requirements
Annual Income
$750,000
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$12,000 to $75,000
One-Time Financial Planning Fee
$12,000 to $25,000
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
About Thomas-Kopelman
We help high net income/ high worth business owners manage their entire financial life.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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