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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2023
- Office Locations
- 1
Office Locations
About Tailored Financial Planning
Tailored Financial Planning, LLC is a fee-only, independent fiduciary RIA in Eugene, OR serving clients virtually nationwide. Led by sole advisor Stacy Dervin, CFA, CFP®, the firm provides one-time or ongoing financial planning for Gen X/Y busy families and business owners, with investment management as an add-on. Portfolios are customized for risk and taxes, often using ETFs, and are custodied at Charles Schwab—with no asset minimums.
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Owner & Executives
STACY DEANNE DERVIN
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #7370485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,305,019 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,305,019 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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