Tactical Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive financial planning flat fee: $4,800 annually ($400 monthly).
Account minimum: $250,000 Fee-only: Flat financial planning fee of $4,800 per year, typically billed as $400 per month.
Main office
See officeZionsville IN
Advisors at this office
2
Offices (2)
Most active in
California · Indiana · Texas
Also doing business as
Tactical Wealth Partners · Tactical Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Danielle D
CFP®
Southern Pines, NC
Tactical Wealth Partners
Danielle Dettenmayer is a CFP® professional with four years of industry experience, currently serving as an advisor at Tactical Wealth Partners. Prior to joining Tactical Wealth Partners, she worked at Zeiders Enterprises, Inc. for six years. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets through a combination of discretionary and non-discretionary arrangements.
Terrance A
CFP®, Series 63, Series 65
Zionsville, IN
Tactical Wealth Partners
Terrance Andersen is a CFP® professional with 13 years of industry experience. He has worked at Tactical Wealth Partners since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Andersen holds Series 63 and Series 65 licenses. Tactical Wealth Partners serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm follows a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, managing assets primarily through Altruist Financial LLC while maintaining legacy third-party advisory relationships.
Caitlin P
CFP®, Series 66
Zionsville, IN
Tactical Wealth Partners
Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.
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