Tonn Financial Planning

Overview

Tonn Financial Planning is a small, fee-based advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm’s documented investment posture is equity‑centric: its deployed capital is overwhelmingly in exchange‑traded equities, and the firm identifies equities as its primary preference. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which suggests they service both ongoing investment relationships and project-based planning work. The advisory activity reported centers on financial planning and discretionary portfolio management rather than institutional or pension consulting. The firm also identifies itself as an active ESG investor, indicating that environmental, social, and governance considerations are factored into security selection or portfolio construction where applicable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices