Tendful Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers fee-only financial planning and discretionary investment management to individuals and high‑net‑worth clients, providing both ongoing comprehensive planning and shorter project‑based engagements alongside portfolio management. Its compensation model uses percentage‑of‑assets fees and it provides services common to independent advisers, such as retirement, tax‑aware, estate planning coordination, and employee benefits optimization.
Investment decisions are guided by a combination of fundamental analysis and Modern Portfolio Theory, with portfolios built from a mix of active and passive funds and individual securities to target diversified asset allocations tailored to client risk tolerance. The adviser may incorporate socially responsible (ESG) options on request, implements trading on a discretionary basis for many clients, and conducts regular reviews (typically quarterly) to monitor allocation and performance.
Noteworthy for a firm of this size, it is newly formed and, as of its most recent filing, reports no assets under management or clients, and the firm is structured with support beyond a traditional solo practitioner model. The principal also conducts an investment‑related outside business providing virtual paraplanning support (about 25% of their time), and the firm requires clients to custody assets on a single institutional platform—features prospective clients may consider when evaluating operational capacity and custody/execution arrangements.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees ranging from $3,000 to $8,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
Project-Based Financial Planning hourly rate: $250 per hour.
Fee-only: Ongoing Financial Planning: $4,000 to $10,000 annually paid quarterly in advance; Project-Based Financial Planning: Fixed fees from $3,000 to $8,000 or $250 hourly rate.
Main office
Rome NY
Advisors at this office
1
Most active in
New York
Also doing business as
Tendful Wealth Planning · Tendful Wealth Planning 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
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