T.S. Financial Planning

Overview

T.S. Financial Planning is a single-owner independent RIA organized as a sole proprietorship that focuses on individual and family clients. The firm combines ongoing portfolio management with fee-for-service planning work, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Service offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services intended for small-plan sponsors. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded instruments as the core building blocks of client portfolios; the firm does not identify as an active ESG investor and operates from a single office without a multi-state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices