Tactical Financial Planning Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$158,263
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Tactical Financial Planning Inc is a fee-only firm that provides holistic financial planning and investment advisory services to individuals, families and small businesses, offering tax planning, estate planning, risk-management, retirement planning, and small-business planning. Services are delivered through diagnostic assessments (initial financial and retirement readiness assessments), Basic Plans, and multi-quarter Tactical Financial Plans, and the firm also offers complimentary retirement-planning and market-outlook workshops for prospective clients (educational, non‑personalized).
The firm generally favors a passive, long-term, buy-and-hold approach using no-load, low-cost index mutual funds, ETFs, and U.S. government securities with regular rebalancing, and it emphasizes tax-aware portfolio structuring based on clients’ tax situations and goals. Advice is implemented on a non-discretionary basis unless a client grants limited discretionary trading authority, and TFP does not take custody of client assets; clients or custodians execute recommendations.
Notable differences from many peers include the firm’s reliance on fixed fees and retainers rather than charging a percentage-of-assets-under-management, and its inclusion of tax preparation and educational seminar offerings alongside planning services. The firm also documents serving business clients and Schedule C/self-employed situations and reports that its principal maintains substantial external employment (approximately 160 hours per month), and as of March 27, 2025 it reported managing no client assets.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General tax planning
Cash flow / budgeting
Fee options
Initial Financial Assessment and Retirement Readiness Assessment each $850 flat fee
$0 - $274,999: $275,000 - $549,999: $550,000 - $959,999: $960,000 - $1,374,999: $1,375,000 - $2,199,999: $2,200,000 - $3,299,999: $3,300,000 - $4,999,999: $5,000,000+:
Minimum fee: Initial Financial Assessment and Retirement Readiness Assessment each $850 flat fee Fee-only: Retainer fees ranging from $1,400 to $20,800 annually, payable quarterly in advance; quarterly fees vary by net worth, investment portfolio, and household income with specific quarterly fees detailed for new and returning clients (e.g., $525 to $5,200 quarterly)
Main office location
Tactical Financial Planning Inc
2045 Corey Road
Malabar FL 32950, United States
Number of offices
1
Most active in
Tactical Financial Planning Inc has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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