Tartan Road Wealth Advisory, LLC

Overview

Tartan Road Wealth Advisory, LLC is organized as a limited liability company and is owned by an individual. The firm describes itself as a capital allocator and provides advisory services focused on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements are flexible, spanning percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser in the source material. The information provided does not specify the target client segments beyond the stated focus on individuals and small businesses.

Assets & Accounts

Investments & Alternatives

Location & Offices