CRD: 166577
Tomassi Financial Planning, LLC
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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2012
- Office Locations
- 1
Office Locations
About Tomassi Financial Planning, LLC
Tomassi Financial Planning, LLC is a fee-only firm providing financial planning, retirement planning, and ongoing investment management for individuals and families. Led by CFP® professional Pete Tomassi (20+ years’ experience), the practice emphasizes customized plans designed to deliver clarity and confidence. Portfolios are implemented primarily with ETFs, and the firm custody relationship includes Charles Schwab.
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Investment Themes
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Owner & Executives
JINGER J. TOMASSI
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
PETER JOHN TOMASSI
Chief Compliance Officer, Managing Member
- CRD
- #4935377
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,250,000 | -- |
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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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