Firm
Tailwind Financial Planning
Madeira Beach, Florida
Fee-only
Facts
| Based in | Madeira Beach, Florida |
|---|---|
| Website | tailwindfp.com |
| Phone | (813) 590-7244 |
Tailwind Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $1,800 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our ongoing monthly fee starts at $350 for individuals, $450 for couples per month." source
"Our upfront fee starts at $1,800 for individuals, $2000 for couples and covers the first three months of planning." source
"Our ongoing monthly fee starts at $350 for individuals, $450 for couples per month." source
"Our ongoing monthly fee starts at $350 for individuals, $450 for couples per month." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 1 |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 309117 |