TALLAHASSEE FINANCIAL ADVISORS, INC.

RIASEC Registered

Total AUM

$85.7M

Discretionary

$85.7M

100% of AUM

Avg account

$237K

Accounts

361

Employees

Advisory reps

Firm details

Headquarters: TALLAHASSEE, Florida
CRD number: 169204
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.03%
Individuals35.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tallahassee Financial Advisors, Inc. is a corporation operating as an independent registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and offers educational seminars and workshops. Its fee arrangements include an asset-based percentage of AUM as well as hourly and fixed-fee engagements. The firm reports that it does not function as a capital allocator and is not positioned as an ESG-focused manager; it also is not marked as a multi-state adviser.