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Meet Thien Nguyen, EA, CMFA™
I am a 6 year Navy Veteran who served as a Nuclear Chemist (ELT) onboard USS Carl Vinson. I am licensed by the IRS as an Enrolled Agent (EA) and certified by Wake Forest University as a Certified Military Financial Advisor® (CMFA™).
My mission is to restore Financial Literacy to the Average American by providing affordable, flat fee-only advisory services to all potential clients regardless of income, net worth, and minimum investment limits.
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Tax Planning
Simple Tax Filing
Complex Tax Filing
IRS Audit Defense
$50.00/return
$100.00/hour
$100.00/hour
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Structured Budget
Written Financial Plan
Portfolio Build
Miscellaneous
Free w/ Introductory Meeting
Free w/ Financial Planning Meeting
$100/portfolio
Services & Pricing
Financial Planning
Introductory Meeting (1 Hour)
Financial Planning Meeting (1 Hour)
Financial Plan Review (1 Hour)
ProjectionLab Subscription
Complimentary
$75.00/session
$50.00/session
$5.00/month
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Introductory Meeting (1 Hour)
Financial Planning Meeting (1 Hour)
Financial Plan Review (1 Hour)
ProjectionLab Subscription
All Meetings are Price Negotiable on a Case-by-Case Basis.
Review our Refund Policy Here
No Income Requirement
Why TaxVet?
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
No Minimum Investment
You may start investing with $5.00 or $300,000.
I will educate and advise regardless of the dollar amount.
No AUM Fee
A 1% AUM Fee for a $2,000,000 Portfolio is a $20,000/year fee.
I am strictly flat-fee only. Pay your money and leave. No strings attached!
Fiduciary Standard
Comprehensive Financial Planning
Less Conflict of Interest
As a Series 65 Licensed Investment Advisor.
I am legally required to act in your best interest.
Don't shop for your next separate Tax, Investment, and Insurance guy!
I am licensed and experienced in all.
No Products.
No Commissions.
Your investments are yours. I have no custody of client accounts.
Affordable Rates
Veteran Benefits
No-Judgement Zone
Rates are affordable to encourage underrepresented communities to seek help.
Prices may be negotiable.
I am a 100% Disabled Veteran. I walk the walk and don't forget my roots.
I am an expert on Veteran benefits and advocate for what you deserve.
I love my job and I love working with my Clients the most!
I will never judge anyone for trying to improve their life in my office.
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
A 1% AUM Fee for a $2,000,000 Portfolio is a $20,000/year fee.
I am strictly flat-fee only.
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
You may start investing with $5.00 or $300,000.
I will educate and advise regardless of the dollar amount.
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
As a Series 65 Licensed Investment Advisor.
I am legally required to act in your best interest.
Fiduciary Standard
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
Don't shop for you next separate Tax, Investment, and Insurance guy!
I am licensed and experienced in all.
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
No Products.
No Commissions.
Your investments are yours. I have no custody of client accounts.
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
Rates are affordable to encourage underrepresented communities to seek help.
Prices may be negotiable.
Affordable Rates
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
I am a 100% Disabled Veteran. I walk the walk and don't forget my roots.
I am an expert on Veteran benefits and advocate for what you deserve.
I work with anyone whether you are College Student or Billionaire.
I just request that you respect my time :)
I love my job and I love working with my Clients the most!
I will never judge anyone for trying to improve their life in my office.
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