TEN TALENTS FINANCIAL PLANNING LLC

Overview

Ten Talents Financial Planning LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-assets, hourly fees and fixed fees, which aligns with a consulting-style planning practice combined with discretionary portfolio management for select clients. Filings show the adviser is not positioned as an ESG investor, is not a multi-state adviser and does not operate as a capital allocator or pension consultant. Investment activity centers on pooled public vehicles — primarily mutual funds and other public funds — rather than proprietary or in-house strategies. The firm maintains discretionary authority over its managed assets and appears to favor broad, manager-driven exposures delivered through custodial platforms that support mutual funds and ETFs, with complementary planning services layered around those portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices