Tailored Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,510,562
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$702,112
About
Tailored Financial Planning is a small, fee-only independent advisory firm that works primarily with individual clients and also provides services to employer retirement plans, charitable organizations, and small businesses. Its services include discretionary investment management, project-based and ongoing financial planning, retirement plan consulting, and educational seminars or speaking engagements.
The firm develops individualized investment policies and asset allocation targets informed by modern portfolio theory, combining passive ETFs and mutual funds with select active strategies and, when appropriate, third‑party Outside Managers or Betterment model portfolios. Financial planning is offered on both project and ongoing 12‑month engagements, and seminars are presented in a strictly educational format without providing individualized investment advice to attendees.
Compared with most solo independent advisers, the firm’s active provision of retirement plan consulting to plan sponsors and its offering of group educational workshops are relatively uncommon for a practice of this size. The practice is recently established, manages a modest asset base across a very small client roster, operates on a fee‑only basis with custodial relationships that include Betterment and Charles Schwab, and the principal holds CFP® certification.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Project-Based Financial Planning fixed fees range from $2,000 to $6,000; Educational Seminars fees range from $0 to $2,500 per seminar
$0 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
$250 per hour for Project-Based Financial Planning
Fee-only: Financial planning fees (Ongoing: $1,200 - $7,200 annually; Project-Based: $2,000 - $6,000 fixed fee or $250 hourly)
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.
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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.
Main office location
Tailored Financial Planning
Eugene OR, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(541) 321-0715
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