Tactical Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,177,838
Total clients
97
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
32
Average account size
$135,854
About
Tactical Wealth Partners primarily serves high‑earning attorneys at large law firms and their households, offering comprehensive ongoing financial planning and investment management for client portfolios. The firm reports roughly $13.18 million in regulatory assets under management across about 100 client households and operates with a small advisory team.
The firm’s investment program follows a diversified, tax‑aware approach grounded in Modern Portfolio Theory, emphasizing low‑cost mutual funds and ETFs with periodic rebalancing. For discretionary accounts the firm generally manages assets directly through Altruist Financial LLC, while maintaining legacy, non‑discretionary arrangements in which it acts as adviser or solicitor for third‑party managers on Schwab (Mariner) and Betterment platforms.
What is distinctive about the firm is its niche focus on Biglaw attorneys combined with an uncommon client profile for its peer group: it does not describe a base of high‑net‑worth individuals despite serving high earners. The firm also recently consolidated discretionary management to a single primary custodian (Altruist) while preserving legacy third‑party relationships, and maintains a disclosed fiduciary code of ethics and proxy‑voting policy that leaves voting with clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive financial planning flat fee: $4,800 annually ($400 monthly).
Account minimum: $250,000 Fee-only: Flat financial planning fee of $4,800 per year, typically billed as $400 per month.
Main office location
Tactical Wealth Partners
Zionsville IN, United States
Number of offices
1
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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
Quick links
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