Services & Fees – Tactical Wealth Planning

Providing tactical solutions with fee flexibility.

Financial Planning Fee-Only "Day Rate"

$900

Includes two meetings, capped at 2 hours per meeting.

Can be stacked for multiple meetings if needed (rate is per 2 meetings).

Meeting with CERTIFIED FINANCIAL PLANNER™ Practitioner to be a sounding board on various financial topics.

Overall investment allocation review
Review of employer plan benefits
Small business retirement plan consults
Explanation of various investment strategies available
Explanation of taxation of various retirement and non-retirement accounts.

Fee Based Investment Management + Planning

$250k-1M: 0.75%

$1M-3.5M: 0.65%

>$3.5M: 0.60%

Includes financial planning and investment management services as a flat fee based on assets under management. All services in Tactical Flat Fee Offer available at no additional cost.

Tactical Financial Planning Only

$3k-6k

Comprehensive review of current plan or development of new plan. We will create a projection based on current income and savings to plan out future cash flow streams.

Retirement stress testing of current portfolio and income streams
Review of tax plan
Distribution strategy creation
Investment Analysis and recommendation
College planning
Tax planning
Risk Management
Access to custom client portal, with phone app
Equity Compensation strategy planning
Answers questions like: do I have enough saved for retirement? How much can I spend per month once I stop working?

Tactical Flat Fee Offer

$9,000/yr

Includes all available services in Tactical Financial Planning, PLUS investment management.

Specifically designed for clients with assets from $750k to $1.5M.

Additional portfolio management services:

Tax-loss harvesting
Tax location strategy
Options strategies
Bi-monthly portfolio rebalancing
Direct indexing
ETF portfolios
Individual stock portfolios
Custom client portal
Custom reports and portfolio analytics

Not sure about which solutions you need?

Disclosures:

Tactical Wealth Planning LLC (“Tactical Wealth Planning”) is a Registered Investment Advisor (“RIA”), located in the Commonwealth of Pennsylvania. Tactical Wealth Planning provides investment advisory and related services for clients nationally. Tactical Wealth Planning will maintain all applicable registration and licenses as required by the various states in which Tactical Wealth Planning conducts business, as applicable. Tactical Wealth Planning renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Terms of Use

Please read these terms and conditions of use (the “Terms”) carefully before using the Website located at https://tacticalwealthplan.com (the “Website”) or any of the information or services provided by Tactical Wealth Planning in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Tactical Wealth Planning in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Tactical Wealth Planning reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on 4/9/2024

Risk Disclosures

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This Website is intended to provide general information about Tactical Wealth Planning and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this Website are based on generally available information and are believed to be reliable. Tactical Wealth Planning does not guarantee the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Tactical Wealth Planning, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Tactical Wealth Planning will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, You may obtain a copy of these disclosures on the SEC Website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Privacy Disclosures

Tactical Wealth Planning is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.

Tactical Wealth Planning does not collect personal non-public information through this Website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to “do not track” requests because we do not track you over time or across third party Websites to provide targeted advertising. We may track you across our Website to help us improve our content.

We may use “cookies” and similar online technologies to keep, and sometimes track, information about you regarding your usage of our Website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our Website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our Website, or if you delete cookies, you may experience some inconvenience in your use of our Website, such as having to re-configure preferences.

When you are on this Website you may have the opportunity to click-through to other Websites, including Websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other Websites. The privacy policies of Websites operated third parties are located on those sites.

For a copy of the Tactical Wealth Planning Privacy Policy, please click here.

Email Disclosures

Tactical Wealth Planning often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Tactical Wealth Planning makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Tactical Wealth Planning private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: Tactical Wealth Planning does not accept trading or money movement instructions via email.

As a registered investment advisor, Tactical Wealth Planning emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Tactical Wealth Planning or the securities regulators.

If you have received an email from Tactical Wealth Planning in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

Tactical Wealth Planning may utilize third-party Websites, including social media Websites, blogs and other interactive content. Tactical Wealth Planning considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Tactical Wealth Planning generally retains copies of information that Tactical Wealth Planning or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Tactical Wealth Planning or the securities regulators.

The information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Tactical Wealth Planning’s advisory persons after entering into an advisory agreement and provided Tactical Wealth Planning with all requested background and account information.

Commentary Disclosure

Tactical Wealth Planning LLC is a registered investment advisor. This content is provided for informational and educational purposes only and is not intended to be personalized investment advice, nor a recommendation to buy or sell any investment. Tactical Wealth Planning works closely with each client to gain a full understanding of their unique situation prior to rendering advice. The information contained herein is derived from numerous sources, which are believed to be reliable, but not formally audited by Tactical Wealth Planning. Information may include statements which are time-bound and subject to change without notice or opinions, which may not come to pass. Please consult Tactical Wealth Planning with any questions.