Tuvin & Tuvin, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides non-discretionary investment consulting, portfolio construction, asset allocation, and mutual fund and ETF recommendations to individuals, trusts, estates, retirement plans, corporations, and other entities. The brochure reports that, as of January 15, 2020, the firm reported no assets managed on a discretionary basis.
Advice is tailored to each client’s objectives, risk tolerance, time horizon and liquidity needs, with implementation typically through open‑end mutual funds and exchange‑traded funds and a mix of qualitative and quantitative fund analysis. The firm monitors portfolios and recommends rebalancing as warranted, but clients retain final decision authority and may execute transactions through the custodian of their choice.
Distinctive features noted in the brochure include that the firm’s principal is a licensed real estate broker who may assist clients in purchasing or selling property and earns brokerage commissions separate from advisory fees. The principal also devotes the large majority of their time to other business activities (including commercial lending and SBA-related work), and the firm discloses that it may receive a portion of advisory fees as solicitation compensation when referring clients to certain third‑party investment advisers, which presents a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees for consulting services and financial planning services (specific amounts not stated)
$0 - $1,250,000: 1.20% $1,250,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000 - $100,000,000: 0.50% $100,000,000+: 0.30%
$225 per hour for financial planning services
Account minimum: $150,000 Minimum fee: Fixed fee for consulting services (amount not specified) Fee-only: Fixed fees for consulting services; hourly rate of $225/hour for financial planning services
Main office
Bethesda MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)