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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2023
- Office Locations
- 1
Office Locations
About Tonn Financial Planning
Tonn Financial Planning is a fee-only, fiduciary RIA led by CFP professional Katie Lewis, providing holistic financial planning for adventure-seeking professionals and business owners. The firm focuses on planning-first engagement—cash flow, tax planning, retirement and goal strategy—plus guidance on employer plans and selecting funds for IRAs and taxable accounts. Investment recommendations emphasize passive, low-cost, tax-efficient index mutual funds and ETFs, delivered remotely with a client task dashboard and ongoing check-ins.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Katherine Lewis
Chief Compliance Officer, FOUNDER
- CRD
- #6726162
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $631,955 | -- |
| Non-Discretionary | $0 | -- |
| Total | $631,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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