Tailwind Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,955,142
Clients
5
80% 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
5
Very LowAverage account size
$791,028
About
Tailwind Financial Planning provides ongoing comprehensive financial planning along with project-based and hourly planning services, and it offers portfolio management only to clients who engage in its ongoing planning program. The firm serves individual and high‑net‑worth clients and does not impose a formal minimum account size.
The firm principally implements passive, low‑cost portfolios built with index mutual funds and exchange‑traded funds to manage correlation, risk, and return while emphasizing tax efficiency and minimal trading. It also draws on fundamental, technical (including charting and cyclical) analysis when developing client investment policy statements and asset allocation targets.
Distinctive features include bundling in‑house investment management into the ongoing planning engagement rather than offering management as a separate standalone service, and operating at a very small scale—managing roughly $3.95 million across five client relationships—which supports a subscription‑style, hands‑on approach. Operationally, the firm does not accept custody or deduct advisory fees directly from client accounts, does not aggregate trades into block orders, and typically recommends Vanguard as a custodian while leaving custody and execution decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees range from $1,000 to $4,000, negotiable; half due at start, remainder at completion
$300 per hour, negotiable in certain cases
Ongoing Comprehensive Financial Planning fees include an upfront charge $1,500 - $5,000 plus ongoing monthly fee $300 - $600/month
Main office location
Tailwind Financial Planning LLC
Madeira Beach FL, United States
Number of offices
1
Most active in
Tailwind Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
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
Quick links
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