Third Eye Associates

What Third Eye Associates does

Third Eye Associates, Ltd. is a privately held, women-led, fee-only Registered Investment Adviser founded in 2005 by Beth Jones and Susan Simon and headquartered in Red Hook, New York, with additional offices in New York City and Washington, DC. The firm serves individual clients and families across 30 U.S. states, delivering three core services: Financial Life Planning (a holistic, life-centered methodology built on the Kinder EVOKE® approach), Financial Transition Planning (specialized guidance for major life events such as retirement, divorce, widowhood, inheritance, and career changes, delivered through Sudden Money® Institute training), and Wealth Management (fee-based portfolio advisory). Its primary client segments include individual households, women-focused financial empowerment engagements, and LGBTQ+ households, supported by niche credentials including CeFT®, RLP®, AIF®, CSA®, and WCA certifications.

The firm's technology stack is built entirely on third-party platforms rather than proprietary systems: eMoney for financial planning engagements, AssetMark/eWealthManager for portfolio management and tax-document delivery, My Financial Vault (emaplan.com) for secure document sharing, and My 401K (go-retire.com) for retirement account access, supplemented by an internally referenced "TEA Planning" client portal. Dimensional Fund Advisors market commentary is distributed to clients as part of the firm's investment process.

Commercially, Third Eye Associates generates revenue through recurring advisory fees under a fee-only model with no product commissions, supported by a sales-led and community-led go-to-market motion that explicitly states "We grow our business through client referrals." Distribution relies on scheduled consultations, a "Tell a Friend" referral program, blog/newsletters/webinars, community board service by the founder, and co-marketing with eMoney via CE webinars. Headcount is 1–10, and no external funding, M&A, or parent-company relationships are disclosed.

Name

Third Eye Associates

Legal name

Third Eye Associates, Ltd.

Website

https://thirdeyeassociates.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Third Eye Associates is a fee-only Registered Investment Adviser founded in 2005, headquartered in Red Hook, New York, serving individual and family clients across 30 U.S. states through Financial Life Planning, Financial Transition Planning, and Wealth Management services.

Ownership category

akta.pro rank

Headquarters

HQ city

Red Hook

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-only registered investment advisory firm providing independent life and wealth planning services. Revenue generated through advisory fees for financial planning, investment management, and ongoing financial life planning consultations.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Third Eye Associates, Ltd. is a fee-only state Registered Investment Adviser that provides independent Financial Life Planning, Financial Transition Planning, and Wealth Management services to individual clients and families across 30 US states. The firm delivers holistic, life-centered advisory services combining the Kinder EVOKE Method for life planning with Sudden Money Institute-certified Financial Transition Planning, supported by portfolio management and investment advisory services.

Product overview

Third Eye Associates is a fee-only registered investment advisory firm offering a unified suite of financial planning and wealth management services. The core offerings include Financial Life Planning (a holistic, life-centered approach), Financial Transition Planning (specialized guidance for major life changes), and Wealth Management (investment advisory services). The firm also provides an internal TEA Planning tool for client work. All services are delivered through client portal access using third-party platforms including eWealthManager/AssetMark for portfolio management, My Financial Vault for secure document storage, and eMoney for comprehensive financial planning engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Life Planning
• Financial Transition Planning Specialized planning service for clients experiencing major life transitions such as divorce, retirement, loss of spouse, sale of a business, inheritance, or career changes. Delivered through Sudden Money Institute-certified Financial Transition Planning methodology.
• Wealth Management Investment advisory services including portfolio management, asset allocation, and investment strategy development, delivered as a fee-only registered investment advisory offering.
• Prospective Client Services Onboarding and consultation services for new clients exploring the firm's financial planning approach, serving as the entry point to Financial Life Planning, Transition Planning, and Wealth Management engagements.

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• eMoneycoreTechnology or IntegrationThird Eye Associates uses eMoney platform to provide Financial Life Planning, Financial Transition Planning, and Wealth Management services. The firm participates in eMoney CE webinars and uses the platform for comprehensive client financial planning.
• AssetMark/eWealthManagercoreTechnology or IntegrationThird Eye Associates directs clients to AssetMark/eWealthManager platform for account access and portfolio management. Clients access documents and account information through this platform.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Facet Wealth: Flat-fee digital financial planning firm providing CFP-led advice without AUM minimums. Comparable to TEA on fee transparency, fiduciary standard, and holistic planning for mass-affluent individuals.
• Garrett Planning Network: Cooperative of fee-only hourly financial advisors serving middle-income individuals. Comparable to TEA's fee-only, fiduciary model and individual-client focus, though Garrett emphasizes hourly rather than AUM-based fees.
• XY Planning Network: Network of fee-only financial advisors serving Gen X and Millennial clients with flat-fee and subscription planning. Closely comparable to TEA as a fee-only RIA serving individuals with holistic, life-centered advice.
• Ellevest: Women-focused digital wealth management and financial planning platform. Directly comparable to TEA's women-empowerment positioning, though delivered as a digital product rather than human advisor.

Broad incumbents

• Personal Capital (Empower Personal Dashboard): Large-scale hybrid RIA combining digital tools with human advisors, now part of Empower. Comparable to TEA on the financial planning + investment management bundle, but at much greater scale and a different price point.
• Creative Planning: One of the largest fee-only RIAs in the US offering holistic wealth management, financial planning, and investment advisory. Comparable service set to TEA but operates at vastly greater scale and AUM.
• Edelman Financial Engines: Largest independent RIA in the US, providing financial planning and investment management to households and employer-sponsored plan participants. Comparable service bundle to TEA but at vastly larger scale.
• Carson Wealth: RIA and coaching platform for financial advisors, offering holistic financial life planning as part of its advisor toolkit. Comparable to TEA's life planning emphasis, but delivered through a multi-advisor enterprise model.
• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, and tax services. Overlapping service scope with TEA but with institutional scale and a multi-office footprint.

Others

• Kinder Institute of Life Planning: Training organization that certifies advisors in the EVOKE Life Planning methodology used by Beth Jones. Related as an enabling/training ecosystem for TEA's core methodology rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/thirdeyeassociatesltd

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Third Eye Associates