Tailored Wealth, LLC

Tailored Wealth, LLC is a Connecticut‑registered investment adviser with two advisors that offers discretionary investment management, written financial planning, and 3(21) retirement plan advisory services, and may refer clients to or implement strategies through unaffiliated sub‑advisors. The firm uses an asset‑based (percentage‑of‑AUM) fee model for portfolio management and also provides standalone financial planning engagements and retirement plan consulting as described in its Form ADV.

The firm’s investment approach emphasizes customized, low‑cost, diversified portfolios constructed primarily from mutual funds and exchange‑traded funds, employing both fundamental and technical analysis with a generally long‑term orientation while retaining the flexibility to trade for rebalancing or client needs. Tailored Wealth implements discretionary management, may retain legacy positions for tax or fit reasons, and may delegate day‑to‑day portfolio management and back‑office technology to a sub‑advisor while maintaining overall oversight and responsibility for client objectives.

Noteworthy disclosures in the brochure include that Tailored Wealth is newly registered and currently reports no client accounts or assets under management, and that it generally expects a minimum relationship size (typically $500,000, subject to waiver), which may inform the types of client engagements it pursues. The firm also discloses a temporary dual affiliation to assist client transitions and a separate, limited insurance practice that generates commission income—items the adviser identifies in its Code of Ethics and other disclosures as potential conflicts it seeks to manage.