Tannhauser Financial LLC

Tannhauser Financial provides ongoing portfolio management and financial planning for individuals, including high‑net‑worth clients. Services described in the brochure include creating Investment Policy Statements, asset allocation and selection, regular portfolio monitoring, and one‑time or negotiated financial plans covering retirement, tax, college, insurance and debt/credit planning.

The firm employs a broad set of analytical methods—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical—and uses both long‑term and short‑term trading to implement client strategies. Tannhauser’s stated investable universe includes mutual funds, equities, fixed income, REITs, ETFs (including precious‑metal ETFs), commodities, annuities and private placements, and each client’s strategy is documented in an Investment Policy Statement.

Tannhauser reports its advisory assets as entirely non‑discretionary ($143,424 as of December 2023) and the firm explicitly does not accept investment discretion or proxy‑voting authority, so clients retain trade authority and receive custodian statements directly. The brochure also notes the principal is a licensed insurance agent who may offer commissionable insurance products alongside advisory services, a relationship the firm discloses as a potential conflict of interest; the inclusion of commodities and certain ETFs means some client exposures could involve derivative‑linked instruments.