Tailwind Financial Planning LLC

Overview

Tailwind Financial Planning LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based planning work. Tailwind is not positioned as a capital allocator or a multi-state adviser and does not identify as an active ESG investor or pension consultant. The advisory focus is straightforward: fee-for-service planning coupled with fund-based portfolio management for a small client base.

Assets & Accounts

Investments & Alternatives