Tomassi Financial Planning, LLC

Overview

Tomassi Financial Planning, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm leans heavily toward equity-focused portfolios, primarily using exchange-traded equities and ETFs as the core holdings. Fee arrangements include asset‑based fees alongside hourly and fixed-fee planning engagements, which supports both ongoing portfolio management relationships and one‑off planning work. The adviser does not position itself as a capital allocator or pension consultant and is not active in ESG investing. Advisory services are concentrated on individualized planning and portfolio management for individuals and small businesses, with discretionary authority over client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices