TIDMORE RETIREMENT PLANNING SPECIALISTS

Overview

Tidmore Retirement Planning Specialists is an independent registered investment advisor organized as a corporation and run by an individual owner. The firm serves individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. It acts as an insurance broker in parallel with its advisory work, and charges clients via a mix of percentage-of-AUM, fixed fees and other fee arrangements. Tidmore does not act as a capital allocator or fund sponsor; instead it constructs client portfolios from public securities, mutual funds, annuities and selected third‑party alternative strategies. The firm reports a clear preference for equity exposure, and it does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices