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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2017
- Office Locations
- 1
Office Locations
About Plimsoll Financial Planning, LLC
Plimsoll Financial Planning is a virtual, flat-fee financial planning firm focused on physician families, helping navigate student loans, complex employment/compensation, and ongoing plan execution through online, collaborative meetings. Led by CFP professional Tyler Durand Reeves, the firm delivers comprehensive planning (tax, insurance, estate and portfolio construction) and primarily implements using public funds, custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TYLER DURAND REEVES
Chief Compliance Officer, FOUNDER
- CRD
- #5759754
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,872,213 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,872,213 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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