T.S. Financial Planning

Overview

T.S. Financial Planning operates as an independent, sole proprietorship RIA whose owner is an individual adviser registered in New Hampshire. The firm focuses on advice for individual and family clients, providing written financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees, hourly charges, and fixed-price engagements. The adviser does not identify as an active ESG investor and is not structured as a multi-state adviser. It is small in scale and appears to run a straightforward advisory practice rather than acting as a capital allocator or running affiliated advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices