RIA Intel›Advisers›Oregon›TAILORED FINANCIAL PLANNING, LLC

TAILORED FINANCIAL PLANNING, LLC

Advisory

OR

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$174K

across 88 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

22 clients

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

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Advisers of similar size in OR

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

$15M

WESTLAKE WEALTH MANAGEMENT, LLC

$16M

MARK SHARP RETIREMENT, LLC

$15M

BOZ & COMPANY LLC

LAKE OSWEGO, OR

$16M

MKG FINANCIAL GROUP, INC.

$16M

REAL AGENCY WEALTH LLC

$16M

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