A complete list of active advisors currently associated with Tuyyo Planning Group

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

Tuyyo Planning Group is a small, supported advisory firm with two advisors managing roughly $68.7 million for about 84 clients, serving individuals and high‑net‑worth households and explicitly listing members of the LGBTQ community among its client types. The firm provides ongoing comprehensive financial planning and modular, project‑based planning, alongside discretionary and non‑discretionary portfolio management and recommendations of third‑party money managers. The firm’s investment advice is guided by a written investment policy statement and leans on Modern Portfolio Theory and efficient‑market/passive indexing approaches, implementing model portfolios composed largely of ETFs and no‑load mutual funds with periodic rebalancing and tax‑loss harvesting as appropriate. In addition to one‑on‑one planning and portfolio management, Tuyyo offers paid educational seminars and eBooks as general financial education resources and provides insurance planning and other consultative services. Distinctive aspects disclosed in the brochure include that a principal is a licensed insurance agent and the firm operates an insurance d/b/a, creating a potential conflict of interest when insurance products are recommended because commissions may be received; the firm discloses this and gives clients the option to obtain products elsewhere. The firm also routinely uses custodial and advisory platforms (including Betterment and Charles Schwab), shares fees with third‑party managers in some arrangements, and notes that key personnel maintain substantial outside business activities (including professional refereeing) that are part of its operational profile.

To learn more about the advisors currently working at Tuyyo Planning Group, 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.