Tara Nolan Advisory Services, Ltd

Overview

Tara Nolan Advisory Services, Ltd is an individually owned advisory practice that combines financial planning and advisory work with insurance brokerage. FINTRX classifies the firm outside standard RIA categories and notes that it acts as a capital allocator, directing client capital to external managers rather than relying solely on in‑house strategies. Advisory services listed include financial planning, selection of other advisers, pension consulting services, and delivery of educational seminars and workshops. Their revenue model is mixed: they bill by percentage of assets under management as well as by hourly and fixed fees, plus other fee arrangements. The firm is not flagged as an active ESG investor in the FINTRX snapshot and is not recorded as a multi‑state adviser. Those attributes, along with the “other” organizational type and individual ownership, suggest a small, boutique practice focused on bespoke advice and manager selection rather than large-scale institutional platform operations.

Investments & Alternatives