TAR River Wealth Planning, LLC

RIASEC RegisteredEst. 2023

Total AUM

$401M

Discretionary

$260M

65% of AUM

Avg account

$313K

Accounts

1,283

Employees

Advisory reps

Firm details

Headquarters: Louisburg, North Carolina
CRD number: 328530
Registered since: December 8, 2023
Website: www.tarriverwealthplanning.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.27%
Individuals24.92%
Pension & Profit Sharing Plans6.91%
Corporations / Businesses0.59%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

TAR River Wealth Planning, LLC is an independent registered investment adviser that entered SEC registration in 2023 and is organized as an LLC under individual ownership. The firm serves both individual & family clients and institutional/business clients, charging either a percentage of assets under management or fixed fees. Its advisory capabilities, as disclosed, include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and other institutions, pension consulting, and the publication of periodicals or newsletters. TAR River is not identified as an active ESG investor and does not act as a capital allocator — it relies on external managers for alternative exposures.