Tonn Financial Planning

Overview

Tonn Financial Planning is a Colorado-based limited liability company led by an individual owner that provides financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, which reflects a hybrid advisory model oriented toward both ongoing portfolio oversight and project-based planning work. The firm reports an active interest in ESG factors and lists equities as a stated preference in its asset mix. The firm is not structured as a capital allocator and does not operate as a multi-state adviser. Its regulatory snapshot classifies it as unclassified and indicates it is not a newly formed adviser. Advisory activity centers on financial planning and portfolio management rather than pension consulting or related-adviser arrangements.

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Public Holdings

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Location & Offices