Tailwind Financial Planning LLC
RIAState Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$152K
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309117
- Website
- tailwindfp.com
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI84.21%
- Individuals15.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tailwind Financial Planning LLC is a privately owned independent RIA organized as an LLC that provides financial planning and portfolio management for individuals, families and small-business owners. The firm operates on hourly and fixed-fee engagement models rather than percentage-of-assets billing. Tailwind is registered in California and Florida and is structured to serve a small, private client base; it is not identified as an ESG investor and does not advertise pension consulting or capital allocation services.
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
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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