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TOMASSI FINANCIAL PLANNING, LLC

Advisory

KS

Data as of Jul 6, 2026 · Source: SEC Form ADV

Average account
$291K
across 80 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 6, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, KS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

EPIPHANY FINANCIAL COACHING, LLC
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VOYAGE WEALTH MANAGEMENT LLC
$23M
WELDON CAPITAL MANAGEMENT, LTD.
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$24M
MINNICK, JOHN DESMOND
TOPEKA, KS
$22M
QED WEALTH SOLUTIONS LLC
KINGMAN, KS
$21M
PLAN PROFESSIONALS INCORPORATED
TOPEKA, KS
$25M
-7.0% 1Y

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