TDT Financial Inc

Overview

TDT Financial Inc. is an independent, individual-owned registered investment adviser focused on financial planning and portfolio management for individuals and small business owners. The firm operates as a non-discretionary adviser, meaning clients retain final trading authority and the firm provides advice and portfolio recommendations rather than exercising discretionary trading authority. Its fee model combines a percentage-of-AUM component with fixed-fee engagements. Investment activity centers on pooled public funds rather than direct-stock or separately managed account programs. TDT Financial Inc. does not position itself as a capital allocator or pension consultant and is not listed as an active ESG investor. The firm’s client base is concentrated on individual and family relationships, and it delivers planning and portfolio oversight consistent with that population.

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