A complete list of active advisors currently associated with Tendful Wealth Planning

Warmer can help you find a great advisor at Tendful Wealth Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Tendful Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Maggie Sayers	Rome, NY	0

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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.

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