Thomas-Kopelman
5.0 stars · 8 reviews · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all 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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
Pricing
- Flat Fee — $12,000–$75,000 one-time
- One-Time Planning Fee — $12,000–$25,000 one-time
- AUM-Based Fee — 0.85% of AUM
Reviews
Nate Jaehnig
5 stars
2025-06-04T16:17:54.66+00:00
Thomas has been great to help us organize our financial life. He gives simple and straightforward advice that is super easy to implement.
Mike O'Malley
2025-05-13T15:45:13.313+00:00
@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM based and didnt try to push that on me. So far, a breath of fresh air!
Mark Jordan Murray
2025-05-13T15:45:12.826+00:00
@TKopelman has drastically changed how I view Financial Advisors. He and his team are incredible. Side note: love the podcast, keep up the good work.
Matt Rooney
2025-05-13T15:45:11.991+00:00
@TKopelman. Can't recommend enough. Everything process related is super simple, organized and easy. The actual advice and interaction with Tom is equally great - knows his stuff back and front. Plus he's a good twitter follow.
David N
2025-05-13T15:45:11.903+00:00
@TKopelman has been great to work with as a business owner. Would highly recommend.
Jon Matzner
2025-05-13T15:45:11.668+00:00
@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
Brian Harrington 0.1M
2025-05-13T15:45:11.668+00:00
Upvote, onboarding with @TKopelman soon
Mark Cecchini, CFP®
2025-05-13T15:45:11.333+00:00
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