Tomlin Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,493,000
Clients
73
40% 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
73
Very HighAverage account size
$1,088,945
About
Tomlin Financial Advisors, Inc. works with individuals, families, and trusts, providing financial planning and discretionary investment management under an asset‑based advisory arrangement; it also offers stand‑alone financial planning engagements and implementation support such as portfolio trading and rebalancing. Financial planning topics described in the brochure include retirement income and cash‑flow analysis, education funding, insurance review (limited to coverage adequacy, not quality), tax and estate considerations, and major‑purchase and expense planning.
The firm builds strategic asset allocations tailored to each client's risk tolerance and investment time horizon and implements those allocations primarily with mutual funds and exchange‑traded funds, using both active and passive vehicles. Portfolios are monitored against client‑specific benchmark mixes and are rebalanced when allocations materially drift, with rebalancing described as typically occurring after a year or more.
As a solo practice, the principal conducts all client reviews and oversight while managing roughly $79.5 million across about 73 clients, and the firm accepts trading discretion and will vote proxies for clients who cede that authority. The principal holds CFP and CTFA designations and has prior private‑bank and trust experience; the firm generally recommends Charles Schwab as custodian, does not aggregate client trades for purchase and sale, and refers clients to insurance brokers when appropriate.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
1% of assets under management, billed quarterly in arrears
$150 per hour for stand-alone financial plans
Main office location
Tomlin Financial Advisors, Inc.
Norfolk VA, United States
Number of offices
1
Most active in
Tomlin Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Alabama · Virginia
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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