Tailwind Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tailwind Financial Planning LLC provides comprehensive financial life planning, project-based engagements, hourly planning, and investment management for individuals and high‑net-worth individuals. The firm maintains a very small client roster and emphasizes one‑on‑one engagements with ongoing access to a financial planning software tool.
The firm pairs a life‑planning process with a primarily passive investment approach, constructing individualized asset allocations using index mutual funds and ETFs, with periodic rebalancing and quarterly account reviews. Although passive strategies are emphasized, the adviser also documents the use of fundamental, technical, charting, and cyclical analysis in its investment work and ties investment management to clients who elect ongoing planning services.
Distinctive features include an unusually low client‑to‑adviser ratio and the lead planner’s combination of CFP®, Registered Life Planner®, and Military Qualified Financial Planner credentials alongside prior military service, which suggests a stronger focus on life planning and familiarity with military/veteran financial matters. The firm implements trades on an individual‑account basis rather than block trading, does not take custody of client assets, and typically recommends Vanguard as custodian while clients retain control of account opening and fee arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fee ranges from $1,000 to $4,000, negotiable
$300 per hour, negotiable
Ongoing monthly fee for Comprehensive Financial Life Planning ranging from $350 to $600/month
Fee-only: Comprehensive Financial Life Planning: Upfront fee $1,800 - $5,000; Ongoing monthly fee $350 - $600/month; Project-Based Financial Planning fixed fee $1,000 - $4,000; Hourly Financial Planning fee $300/hour
Main office
Madeira Beach FL
Advisors at this office
1
Most active in
California · Florida · Texas
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:
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)