TLP Financial Services, Inc.

Overview

TLP Financial Services, Inc. is an independent registered investment adviser operating as a corporation and positioned to serve individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator and charges a mix of fee arrangements: a percentage of assets under management plus options for hourly and fixed fees. TLP is not listed as an active ESG investor in its profile. Regulatory data indicates it is not classified as a multistate adviser; FINTRX records nonetheless show two office locations in two different states, and custody is concentrated with a single custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices