Tulip Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,700,789
Clients
7
Advisors
1
of 2 employees
About
Tulip Financial Planning serves business owners, high‑income professionals, and high‑net‑worth families, providing discretionary investment management alongside comprehensive financial planning across tax, cash flow, insurance and protection, legal and entity structure, and estate planning. The firm also offers tax preparation and standalone tax planning, retirement plan design, educational content, and services tailored to business sale and exit planning.
Tulip’s investment approach emphasizes passive, tax‑efficient, long‑term strategies implemented with diversified ETFs and mutual funds and occasional individual securities where appropriate, operating on a discretionary basis guided by a documented client profile. Financial planning is delivered both as a time‑limited, project‑style review (the 90‑day audit) and as ongoing family‑office style services, with the firm coordinating implementation with clients’ other professionals and delivering most work virtually.
What is distinctive for a single‑adviser firm is that tax preparation and proactive tax planning are provided through the same legal entity—the principal is an Enrolled Agent who devotes material time to tax work—enabling integrated tax and investment advice while creating conflicts the firm discloses and manages. The brochure also discloses referral compensation from a law firm and a bookkeeping firm and personal trading in widely held funds; Tulip describes written policies, disclosure practices, and trade‑order procedures intended to address those conflicts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
90-Day Audit: $6,000 (income under $1,000,000), $12,000 (income $1,000,000 or more), $18,000 (includes M&A and exit planning); Family office services: $4,000 (Tier 1), $6,000 (Tier 2), $10,000 (Tier 3) per month; Tax preparation starts at $1,500 (individual) and $3,000 (business); One-time tax consultation $1,500; Standalone tax planning $850 to $1,500 per month
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Family office services monthly fees: $4,000, $6,000, or $10,000 depending on tier
Main office
Harvest AL
Advisors at this office
1
Most active in
Alabama · Arizona
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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