Tuyyo Planning Group

Overview

Tuyyo Planning Group operates as an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm targets individual and family clients, offering comprehensive financial planning and portfolio management for individuals and small businesses. Advisory services include selection of other advisers and educational seminars or workshops, and the business also functions as an insurance broker—so insurance solutions are integrated into client planning alongside investment management. Investment activity is conservative in structure: the firm acts as a capital allocator but shows a clear preference for packaged public funds and mutual-fund-based solutions rather than direct security selection. Portfolios emphasize pooled vehicles for broad exposure and ease of implementation, with manager selection and asset-allocation oversight forming the primary investment role. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices