# Teeple Snyder Newsome Wealth & Tax Management

> Teeple Snyder Newsome Wealth & Tax Management is an SEC-registered investment advisory firm in Brownsburg, IN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 147676
- Filed as: TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
- Legal name: Teeple Wealth Management, LLC
- Also doing business as: BEDROCK ACCOUNTING AND TAX ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brownsburg, IN
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147676
- AdvisorCensus page: https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676

## Quick answers

**How is Teeple Snyder Newsome Wealth & Tax Management compensated?**
On its Form ADV (Item 5.E, October 2026), Teeple Snyder Newsome Wealth & Tax Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Teeple Snyder Newsome Wealth & Tax Management charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Hourly rate: $250 an hour (Limited scope financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Teeple Snyder Newsome Wealth & Tax Management located?**
Teeple Snyder Newsome Wealth & Tax Management's principal office is in Brownsburg, IN, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Teeple Snyder Newsome Wealth & Tax Management registered with the SEC or a state?**
Teeple Snyder Newsome Wealth & Tax Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 147676.

**How much does Teeple Snyder Newsome Wealth & Tax Management manage?**
Teeple Snyder Newsome Wealth & Tax Management reports $287,042,349 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (2% discretionary).

**How have Teeple Snyder Newsome Wealth & Tax Management's assets and staff changed since 2022?**
In the Form ADV data for Teeple Snyder Newsome Wealth & Tax Management: Regulatory assets under management: $113,909,000 in the October 2022 data and $287,042,349 in the October 2026 data, up 152%. Total employees: 8 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Teeple Snyder Newsome Wealth & Tax Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (481); high net worth individuals (120); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Teeple Snyder Newsome Wealth & Tax Management use?**
Teeple Snyder Newsome Wealth & Tax Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Teeple Snyder Newsome Wealth & Tax Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147676

**Does Teeple Snyder Newsome Wealth & Tax Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "TSN does not maintain a minimum account size."

**What changed in Teeple Snyder Newsome Wealth & Tax Management's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 14 to 15.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> TSN does not maintain a minimum account size.

- Hourly rate: $250 an hour (Limited scope financial planning and consulting services)

> Limited scope financial planning and consulting services are offered at an hourly rate of $250 per hour or a project fee up to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $287,042,349
- Discretionary: $4,723,543
- Non-discretionary: $282,318,806

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 481 | $140,917,279 |
| High net worth individuals | 120 | $145,708,279 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $0 |
| Charitable organizations | 1 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $120,133 |
| Other | 1 | $296,658 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2022 (4 years)
- Employees: 19 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY, NH, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Blue Ash, OH
- Florence, KY
- Greenwood, IN
- Indianapolis, IN
- Louisville, KY
- Zionsville, IN

### Websites listed on Form ADV (Item 1.I)
- [tsnadvisors.com](https://tsnadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $113,909,000 | 8 | September 16, 2022 |
| October 2023 | $126,832,000 | 8 | September 25, 2023 |
| October 2024 | $169,514,755 | 11 | September 13, 2024 |
| October 2025 | $217,864,393 | 17 | July 2, 2025 |
| October 2026 | $287,042,349 | 19 | July 9, 2026 |

Regulatory assets under management: $113,909,000 in the October 2022 data and $287,042,349 in the October 2026 data, up 152%.
Total employees: 8 in October 2022 and 19 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 14 to 15.

### July 2026
- Employees performing advisory functions went from 13 to 14.

### June 2026
- Added an office in Blue Ash, OH.
- No longer lists an office in Cincinnati, OH.

### May 2026
- Employees performing advisory functions went from 14 to 13.

### April 2026
- Registered or notice-filed in TN.

### March 2026
- Employees performing advisory functions went from 13 to 14.
- Regulatory assets under management went from $217,864,393 to $287,042,349 (+32%).
- No longer lists an office in Cincinnari, OH.
- No longer lists an office in Cincinnati, OH.
- No longer lists an office in Florence, KY.
- No longer lists an office in Lexington, KY.
- No longer lists an office in West Chester, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teeple Snyder Newsome Wealth & Tax Management (CRD 147676): Form ADV filing data as of October 2026.