RIA Intel›Advisers›Florida›TACTICAL FINANCIAL PLANNING INC

TACTICAL FINANCIAL PLANNING INC

Advisory

MALABAR, FL

Data as of Jul 13, 2026 · Source: SEC Form ADV

Rank in FL

#2,573

of 2,610 advisers by AUM

Average account

$32K

across 5 accounts

AUM per adviser

$158K

1 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$158K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$158K

Discretionary AUM$158K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

MIAMI WEALTH MANAGEMENT LLC

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FIDELITY CAPITAL MANAGEMENT CORP

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$150K

AMERICAN WEALTH SERVICES, LLC

$150K

OBSIDIAN WISDOM LLC

$150K

CRITICAL MASS FINANCIAL, LLC

$167K

BULLTICK4U ADVISOR, LLC

$143K

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