Tactical Wealth Partners

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Client assets under management

$13,177,838

Clients

0% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$135,854

About

Tactical Wealth Partners primarily serves high‑earning attorneys at large law firms and their households, offering comprehensive ongoing financial planning and investment management for client portfolios. The firm reports roughly $13.18 million in regulatory assets under management across about 100 client households and operates with a small advisory team.

The firm’s investment program follows a diversified, tax‑aware approach grounded in Modern Portfolio Theory, emphasizing low‑cost mutual funds and ETFs with periodic rebalancing. For discretionary accounts the firm generally manages assets directly through Altruist Financial LLC, while maintaining legacy, non‑discretionary arrangements in which it acts as adviser or solicitor for third‑party managers on Schwab (Mariner) and Betterment platforms.

What is distinctive about the firm is its niche focus on Biglaw attorneys combined with an uncommon client profile for its peer group: it does not describe a base of high‑net‑worth individuals despite serving high earners. The firm also recently consolidated discretionary management to a single primary custodian (Altruist) while preserving legacy third‑party relationships, and maintains a disclosed fiduciary code of ethics and proxy‑voting policy that leaves voting with clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Equity compensation tax strategy Cash flow / budgeting Student loan debt General tax planning

Occupation focus

Attorney

Demographic focus

HENRY (High Earners, Not Rich Yet) Married/Couples/Partners

Fee options

Fixed

Comprehensive financial planning flat fee: $4,800 annually ($400 monthly).

Other

Account minimum: $250,000 Fee-only: Flat financial planning fee of $4,800 per year, typically billed as $400 per month.

Main office location

Tactical Wealth Partners

Zionsville IN, United States

Number of offices

Most active in

California · Indiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 210-843-4866

Advisors at this firm

Danielle D

CFP®

Southern Pines, NC

Tactical Wealth Partners

Danielle Dettenmayer is a CFP® professional with three years of industry experience, currently with Tactical Wealth Partners in Southern Pines, NC. Prior to joining Tactical Wealth Partners in 2022, she worked at Zeiders Enterprises, Inc. for six years and has a background in full-time education. Tactical Wealth Partners serves individual clients and families, focusing primarily on high-earning attorneys at large law firms and their households. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing.

Equity compensation tax strategy Cash flow / budgeting Student loan debt General tax planning Attorney HENRY (High Earners, Not Rich Yet) Married/Couples/Partners

Terrance A

CFP®, Series 63, Series 65

Zionsville, IN

Tactical Wealth Partners

Terrance Andersen is a CFP® with 12 years of industry experience, currently serving as an advisor at Tactical Wealth Partners since 2016. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Tactical Wealth Partners serves individual clients and families, focusing on high-earning attorneys at large law firms. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing diversified, low-cost investments and a long-term, buy-and-hold strategy grounded in Modern Portfolio Theory.

Equity compensation tax strategy Cash flow / budgeting Student loan debt General tax planning Attorney HENRY (High Earners, Not Rich Yet) Married/Couples/Partners

Caitlin P

CFP®, Series 66

Zionsville, IN

Tactical Wealth Partners

Caitlin Price is a CFP® and holds a Series 66 license. She is currently with Tactical Wealth Partners and has prior experience at WebsterRogers Financial Advisors, Bank of America, Merrill, and other firms. She has been active in the financial industry since 2022. Tactical Wealth Partners serves individual clients and families, focusing on high-earning attorneys at large law firms and their households. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing diversified, low-cost investments and tax efficiency within a long-term, buy-and-hold strategy.

Equity compensation tax strategy Cash flow / budgeting Student loan debt General tax planning Attorney HENRY (High Earners, Not Rich Yet) Married/Couples/Partners

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