Tailored Wealth Solutions

RIASEC RegisteredEst. 2026

Total AUM

$272M

Discretionary

$272M

100% of AUM

Avg account

$365K

Accounts

744

Employees

Advisory reps

Firm details

Headquarters: Saratoga Springs, New York
CRD number: 340266
Registered since: February 6, 2026
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI63.73%
Individuals36.27%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tailored Wealth Solutions is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC as of 2026 and identifies itself as a capital allocator that serves individual and family clients. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Tailored Wealth Solutions also operates as an insurance broker and offers a flexible billing structure that includes asset-based fees, hourly rates, subscription arrangements, and fixed fees. The firm does not position itself as an active ESG investor and is registered to operate in a single state.