CRD: 307686
MT Financial Planning
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2020
- Office Locations
- 1
Office Locations
About MT Financial Planning
MT Financial Planning is a fee-only financial planning firm led by a CERTIFIED FINANCIAL PLANNER(TM) in Lake Barrington, IL. The firm delivers holistic advice across personal and business finances, including investment planning, tax and estate planning, and insurance guidance, paired with portfolio construction and ongoing asset management. Reported SMA implementation is heavily ETF-based, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mantas Tautkus
Financial Planner, Founder
- CRD
- #5683438
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,138,389 | -- |
| Total | $36,138,389 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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