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Tj Binkowski

3 Years of Experience
Adams, TN

Tj Binkowski is a registered investment advisor at Narrow Road Financial Planning LLC, based in Adams, TN, with 3 years of industry experience. Tj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 11 clients with $1.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$161K average
Assets Under Management
$1.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

The annual fee is negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Tj Binkowski

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Narrow Road Financial Planning LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Institutions, INC.
October 2024 - December 2024 · 2 mos
Osaic Institutions, INC.Broker
October 2024 - December 2024 · 2 mos
Edward JonesBroker
February 2024 - September 2024 · 7 mos
Edward Jones
February 2024 - September 2024 · 7 mos
Raymond James Financial Services Advisors, INC
March 2023 - January 2024 · 10 mos
Raymond James Financial Services, INC.Broker
March 2023 - January 2024 · 10 mos
Gold Medal Waters, INC.
November 2022 - March 2023 · 4 mos
First Command Brokerage Services, INC.Broker
July 2022 - August 2022 · 1 mo
State Registrations2 states
TNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Hey, I’m Tj Binkowski — I’m a proud Army veteran & West Point grad and I’ve been a financial advisor at some of the biggest firms in the country and I’ve seen the traditional advice they give to retirees.

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Tj Binkowski