Tactical Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,704,656
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$1,852,328
About
Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning with a specific emphasis on integrating healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. Its client base is concentrated among high-net-worth individuals and select institutional or business entities, and the firm manages a modest asset base across a very small number of client relationships rather than serving non‑high‑net‑worth retail individuals.
The firm’s investment approach combines cyclical, fundamental, modern portfolio theory and technical analysis, documented through an Investment Policy Statement and regular portfolio monitoring. Tactical Wealth Planning implements both long-term and options strategies and may position limited, satellite allocations to alternative products — including Bitcoin ETFs — only when they align with a client’s financial plan, time horizon, and documented risk tolerance.
Noteworthy operational features include a Healthcare‑Integrated Planning focus that explicitly links portfolio design and retirement income planning to projected healthcare needs and Medicare timing, and a policy requiring clients to custody assets with a single broker‑dealer. The firm’s small scale and selective client roster, together with its use of options and digital‑asset‑linked ETFs as tactical satellite positions, distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Medicare planning
Roth conversion strategy
Annuities
Options & derivatives strategies
Occupation focus
Executive
Demographic focus
FIRE (Financial Independence Retire Early)
Fee options
$9,000 annually for clients with $750,000 to $1.5 million in assets
$250,000 - $999,999: 0.75% $1,000,000 - $3,500,000: 0.65% $3,500,001+: 0.60%
Account minimum: $250,000 (may be waived)
Main office location
Tactical Wealth Planning LLC
West Conshohocken PA, United States
Number of offices
2
Most active in
Tactical Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
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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
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