Tulip Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,860,000
Total clients
24
0% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$119,167
About
Tulip Financial Planning LLC serves business owners, medical and dental professionals, high‑income professionals, and high‑net‑worth families, providing discretionary investment management alongside financial planning and tax services. As of December 31, 2025 the firm reported approximately $2.86 million in regulatory assets under management across 24 client accounts and delivers services primarily via video conference with in‑person meetings available when feasible.
The firm follows a passive, tax‑efficient, long‑term investment approach, constructing portfolios using ETFs, mutual funds, and individual securities and managing accounts on a discretionary basis. Tulip explicitly integrates tax planning into its advisory process—offering estimated payment planning, entity structure analysis, year‑end strategies, and tax preparation as part of its service set—to align investment decisions with clients’ tax situations.
Distinctive features include its focus on higher‑income and tax‑complex clients rather than typical non‑high‑net‑worth retail individuals, and the delivery of tax preparation and advisory through the same legal entity by an Enrolled Agent. Tulip operates as a fee‑only adviser, discloses potential conflicts related to bundled services, maintains a fiduciary standard, and recommends multiple custodians while not taking custody of client assets.
Client services
Expertise
Occupation focus
Fee options
Tax preparation: $750 to $3,000 depending on complexity; Tax planning and advisory: $500 to $1,500 per month depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Tax planning and advisory fees billed monthly between $500 and $1,500 depending on complexity.
Fee-only: Investment management fees based on tiered schedule; financial planning and consulting fees charged separately; no commissions received.
Main office location
Tulip Financial Planning LLC
Harvest AL, United States
Number of offices
2
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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