Tomassi Financial Planning, LLC

Overview

Tomassi Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management specifically for individuals and small businesses. Its client billing mixes asset-based fees with hourly and fixed-fee engagements, indicating flexibility to accommodate both advisory relationships and standalone planning work. The adviser does not identify itself as an active ESG investor and is not described as a multi-state registered adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices