Tiaa Kaspick, LLC
Boston, MA·SEC-registered · CRD #104554
Tiaa Kaspick, LLC is an SEC-registered investment advisory firm in Boston, MA managing $8.7B across 6.1k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.7B
Client accounts
6.1k
Advisory staff
16
Fee model
Fee-only
How Tiaa Kaspick, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Tiaa Kaspick, LLC
How much does Tiaa Kaspick, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Tiaa Kaspick, LLC reports $8.7B in regulatory assets under management across roughly 6.1k client accounts.
How does Tiaa Kaspick, LLC charge?
Tiaa Kaspick, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Tiaa Kaspick, LLC a fiduciary?
Yes. Tiaa Kaspick, LLC is registered with the U.S. Securities and Exchange Commission (CRD #104554), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Tiaa Kaspick, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Tiaa Kaspick, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Tiaa Kaspick, LLC's public SEC Form ADV filing (CRD #104554, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Tiaa Kaspick, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Tiaa Kaspick, LLC? Claim this profile.