Tactical Tax Wealth Management

RIASEC Registered

Total AUM

$27.8M

Discretionary

$27.8M

100% of AUM

Avg account

$731K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 325242
Website: steptax.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals83.5%
HNWI16.5%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tactical Tax Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Its billing options include a percentage-of-assets fee, hourly charges, and fixed fees. The firm is identified as a capital allocator and maintains an affiliation with an insurance company. It does not position itself as an ESG investor and does not report multi-state adviser status or pension consulting services.