Firm
Tulip Financial Planning
Harvest, Alabama
Fee-only
Tulip Financial Planning at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 7 individual clients, 2 of them high net worth.
- Its average account is about $337,000 (assets it manages divided by its 20 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Harvest, Alabama |
|---|---|
| Website | stan.store/stephenmandracchia |
| Phone | (480) 495-5152 |
Tulip Financial Planning fees
Tulip Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 5 |
| High-net-worth clients | 2 |
| Accounts managed | 20 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 336306 |