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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $205.1K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Plimsoll Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TYLER DURAND REEVES
Chief Compliance Officer, FOUNDER
- CRD
- #5759754
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Plimsoll Financial Planning, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.