Tuttle Financial Services, Ltd.

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Client assets under management

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

Tuttle Financial Services, Ltd. provides comprehensive financial planning and focused wealth consulting to high‑net‑worth individuals, other individual clients, and corporations or businesses. Its planning services cover tax and cash‑flow analysis, retirement and income planning, estate and multi‑generational planning, insurance review, business planning, and include access to a customized web‑based planning tool.

The firm does not manage client assets or accept discretionary investment authority; instead it performs a global review and evaluation of a client’s assets across custodians, platforms, and instruments—analyzing asset location, tax efficiency, diversification, and investment costs—and can evaluate third‑party managers at a client’s request. Clients retain implementation and custody of assets, and the firm does not vote proxies on behalf of clients.

Noteworthy features include its advisory‑only, fixed‑fee model — the firm does not charge percentage‑of‑AUM fees or offer portfolio management for individuals, which is less common among similar supported firms. The firm is a small team with principals who hold multiple advanced credentials (for example, CFP, CFA, EA, AEP), and those principals are also licensed insurance agents; the brochure discloses the potential for customary, separate insurance compensation and describes policies intended to address those conflicts.

Client services

Financial planning

Expertise

General retirement planning Income planning General tax planning Cash flow / budgeting

Fee options

Other

Fee-only: Fixed fee on an annual basis, specific amount varies and is agreed upon individually based on services and complexity

Main office location

Tuttle Financial Services, Ltd.

119 West 24 Th Street, 4 Th Floor

New York NY 10011-1913, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 212-682-1155

Advisors at this firm

Christopher T

CFP®, Series 63, Series 65

New York, NY

Tuttle Financial Services, Ltd.

Christopher Tuttle is a CFP® professional with 34 years of experience in financial advising. He has worked at Tuttle Financial Services, Ltd. since 2004 and previously spent 14 years at Purshe Kaplan Sterling Investments. He also teaches the CFP® curriculum part-time for various companies, including Dalton Education, LLC. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm offers an integrated planning process without discretionary portfolio management, focusing on a global review of clients’ holdings, tax efficiency, diversification, and consulting on third-party money managers.

General retirement planning Income planning General tax planning Cash flow / budgeting

Joan Y

CFA®, Series 63

New York, NY

Tuttle Financial Services, Ltd.

Joan Yasolsky is a financial advisor at Tuttle Financial Services, Ltd. with over 20 years at the firm and four years of industry experience. She holds the CFA® designation and Series 63 license. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. Tuttle Financial Services, Ltd. provides comprehensive financial planning and wealth consulting to high-net-worth individuals, other individual clients, and businesses. The firm conducts global reviews of client holdings across various asset types and focuses on tax efficiency, diversification, and investment costs without managing client assets directly.

General retirement planning Income planning General tax planning Cash flow / budgeting

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