TJW Fiduciary Plan Consultants, LLC

Overview

TJW Fiduciary Plan Consultants, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines fee-based planning with portfolio management and educational work: its stated services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and seminars or workshops. Fee arrangements are flexible—percentage of assets under management plus hourly and fixed-fee engagements—which signals a mix of ongoing advisory relationships and one-off planning or consulting projects. Investment activity is concentrated in publicly available pooled vehicles, with mutual funds and other public funds forming the core of client portfolios. In addition to core mutual fund exposures, the firm maintains relationships with third-party managers to access alternative strategies (real estate, managed futures, commodities, oil & gas). TJW does not identify as an active ESG investor and appears to operate out of a single-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices