Tamarind Financial Planning

Overview

Tamarind Financial Planning is an independent registered investment adviser organized as a limited liability company with individual ownership. It positions itself as a wealth advisor for individuals and families and acts as a capital allocator for client portfolios. The firm offers multiple fee arrangements — percentage of assets under management, hourly billing, and fixed fees — allowing flexibility for different client engagements. Service offerings center on financial planning and portfolio management for individuals and small businesses, plus selection of other advisers and educational seminars or workshops. The firm reports pension consulting among its advisory activities. Tamarind is not identified as an active ESG investor and is not designated as a multi-state adviser.

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Investments & Alternatives

Location & Offices