TAX PLANNING PROFESSIONALS, INC

Overview

Tax Planning Professionals, Inc. is organized as a corporation and is principally recorded as an accounting/tax-practice rather than a traditional asset manager. Ownership is held by an individual and the firm is classified in the source data as “unclassified” from a regulatory perspective. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not appear to operate as a multi-state registered adviser. Its stated fee structure is listed as “other,” and the SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives