Tamarind Financial Planning

Overview

Tamarind Financial Planning is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients through a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services also include pension consulting, selecting other advisers on behalf of clients, and running educational seminars or workshops. Tamarind offers flexible engagement models — charging a percentage of assets under management, hourly fees, and fixed-fee arrangements — and identifies itself as a capital allocator that uses external managers to implement parts of client portfolios. The firm is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices