Advisor at Tulip Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tulip Financial Planning LLC
Location
Harvest, AL
Credentials
CFP®, Series 63, Series 66
Industry experience
4 years
Stephen Mandracchia is a CFP® professional with four years of experience in financial advisory roles. He is currently the sole advisor at Tulip Financial Planning LLC, having previously worked at firms including Dew Wealth Management, Ironwood Investment Counsel, and Morgan Stanley. Tulip Financial Planning serves business owners, medical professionals, and high-net-worth families by offering discretionary investment management alongside tax preparation, tax advisory, and family-office services. The firm emphasizes passive, tax-efficient, long-term portfolios and provides integrated financial planning and tax services primarily through virtual delivery.
Based on Tulip Financial Planning LLC
Tax preparation: $750 to $3,000 depending on complexity; Tax planning and advisory: $500 to $1,500 per month depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Tax planning and advisory fees billed monthly between $500 and $1,500 depending on complexity.
Fee-only: Investment management fees based on tiered schedule; financial planning and consulting fees charged separately; no commissions received.
Harvest, AL
Arizona
Tulip Financial Planning LLC
2025 - Present (1 year)
EntreWealth, LLC
2025 - 2025 (1 year)
Dew Wealth Management
2023 - 2025 (2 years)
Ironwood Investment Counsel
2020 - 2023 (3 years)
Morgan Stanley
2019 - 2020 (1 year)
Amerprise
2019 - 2019 (1 year)
Charles Schwab
2018 - 2019 (1 year)
State Farm
2017 - 2018 (1 year)
Empower College Prep
2016 - 2017 (1 year)
Arizona State University
2016 - 2017 (1 year)
Our Lady of Mt. Carmel Catholic School
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Huntsville, AL
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Series 65
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CFP®, ChFC®, Series 63, Series 65
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Junkin & Company, Inc.
ChFC®, Series 63
Huntsville, AL
KG Consulting Group, Inc.
Series 65
Huntsville, AL
LifeFirst Wealth, LLC
Series 65
Huntsville, AL
Tennessee Valley Investment Management
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