Tulip Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 336306
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.22%
- Individuals38.08%
- Pension & Profit Sharing Plans0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tulip Financial Planning LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as select institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, investor education through seminars, and published periodicals or newsletters. Fee arrangements include asset-based charges and fixed fees. Tulip does not position itself as a capital allocator, is not an active ESG investor, and does not list pension consulting or related-adviser services among its activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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