Tomassi Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,250,000
Total clients
34
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$683,824
About
The firm provides ongoing discretionary portfolio management and fee-based financial planning to individuals, high-net-worth individuals, banks, and charitable organizations. It documents each client’s situation in a written Investment Policy Statement and implements portfolios across a broad menu of securities, including mutual funds, equities, bonds, ETFs, insurance products, REITs, hedge funds, and private placements.
The firm’s investment process centers on a client-specific Investment Policy Statement, with account reviews conducted at least monthly by the firm’s managing member. Its methods of analysis include fundamental, technical, charting, and cyclical approaches, and it may employ long- and short-term trading as well as options strategies (including covered and uncovered options).
Noteworthy features for a firm of its size include access to alternative investments and active options writing alongside traditional portfolio management, and the managing member’s advanced financial planning credentials and adjunct teaching role. The brochure discloses that the firm requires clients to use its recommended custodian and receives research or other products from that custodian (soft-dollar benefits), which the firm flags as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Income planning
College savings (529s, UTMA, etc.)
Annuities
Options & derivatives strategies
Fee options
Fixed financial planning fees between $6,000 and $8,000
$0 - $250,000: 1.10% $250,001 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000+: 0.70%
$200 to $250 per hour
Fee-only: Fixed fees between $6,000 and $8,000; Hourly fees between $200 and $250
Main office location
Tomassi Financial Planning, LLC
Wichita KS, United States
Number of offices
2
Most active in
Tomassi Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Kansas · 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
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