Tailwind Financial Planning LLC

Overview

Tailwind Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates with an individual-owner structure and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its client base is narrowly concentrated—primarily individual and family relationships rather than institutional or pension work. Tailwind does not present itself as a capital allocator, is not an active ESG investor, and is not positioned as a multi-state or pension consultant adviser. Investment activity is centered on publicly offered pooled vehicles rather than bespoke private deals. Custody and execution are routed through Vanguard, and the firm’s assets are overwhelmingly held in public mutual funds. Advisory services emphasize planning alongside portfolio oversight for a small number of relationships rather than large-scale asset management or third-party fund placement.

Assets & Accounts

Investments & Alternatives

Location & Offices