Tamarind Financial Planning is a registered investment advisor based in San Mateo, California, offering comprehensive financial planning, ongoing financial advice, project-based consulting, and non-discretionary investment management. Tamarind Financial Planning helps clients define personal financial goals, creating customized financial plans that cover cash flow, insurance, education funding, income tax strategies, retirement planning, and estate planning (including access to digital estate planning tools). For investment management, Tamarind Financial Planning partners with independent third-party investment managers who hold the authority to execute trades based on agreed-upon asset allocations using mutual funds and exchange-traded funds. Tamarind Financial Planning also provides pension consulting services for retirement plans. The firm operates on a fee-only basis and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Combined financial planning and investment management clients are subject to a $10,000 annual minimum fee, which is waived if portfolio assets reach $1,000,000.
