TAMARIND FINANCIAL PLANNING

Overview

Tamarind Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering a mix of financial planning and discretionary portfolio management alongside educational workshops. Its advisory menu includes selecting other advisers on clients’ behalf, pension consulting services, and both one-off and ongoing planning engagements. The firm operates as a capital allocator, directing client capital to external managers when appropriate rather than relying exclusively on in-house proprietary products. Its billing options are flexible: percentage-of-AUM arrangements sit alongside hourly and fixed-fee engagements, which suggests a blend of managed-account relationships and project-based planning work. Tamarind does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives