T.S. Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 334585
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
T.S. Financial Planning operates as an independent, sole proprietorship RIA whose owner is an individual adviser registered in New Hampshire. The firm focuses on advice for individual and family clients, providing written financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees, hourly charges, and fixed-price engagements. The adviser does not identify as an active ESG investor and is not structured as a multi-state adviser. It is small in scale and appears to run a straightforward advisory practice rather than acting as a capital allocator or running affiliated advisory platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations