TAR RIVER WEALTH PLANNING, LLC

Overview

TAR River Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional relationships, operating under an owner-managed structure. Their stated advisory services center on financial planning and portfolio management for individuals, small businesses and institutions, plus the publication of client communications and periodicals. They report both percentage-of-AUM and fixed-fee billing models. Investment activity is weighted toward pooled public funds: the firm’s asset mix shows a heavy reliance on mutual funds and other public funds for core exposure. TAR River frames its portfolio construction around externally managed funds for broad market exposure, while retaining the ability to implement discretionary mandates. They list pension consulting among the services they provide in client materials while not being designated as a pension consultant under the SEC rubric.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices