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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2018
- Office Locations
- 1
Office Locations
About Tuyyo Planning Group
Tuyyo Planning Group is an independent RIA in Austin providing fiduciary, ongoing financial planning and wealth management for high-income professionals and retirees, with an emphasis on tax-aware retirement planning. The firm organizes clients’ full financial picture (investments, cash flow, estate, insurance, taxes) and supports key decisions through regular accountability and proactive planning. Pricing is flat-fee for accumulators and AUM-based for retirees.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LUIS GABRIEL GUARDIA
Chief Compliance Officer, Founder, Owner
- CRD
- #5785874
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRENDAN RICHARD PHEASANT
Certified Financial Planner
- CRD
- #5421885
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,698,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,698,923 | -- |
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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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