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Tamarind Financial Planning
Tamarind Financial provides financial planning for life's big adventures. The firm offers financial life planning, sustainable investing, and investment...
Tamarind Financial Planning
Tamarind Financial provides financial planning for life's big adventures. The firm offers financial life planning, sustainable investing, and investment management, giving guidance and expertise to empower clients to live their most fulfilled life.
General information
Firm type
RIA
Principals
Patrick McDonnal
CFP®, Financial Planner
Frequently asked questions
Is Tamarind Financial Planning a fiduciary?
As a registered investment advisor (RIA), Tamarind Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it must act in clients' best interests. This is a standard requirement for all RIAs or state regulators.
What is the minimum investment required to work with Tamarind Financial Planning?
No minimum investment requirement is publicly disclosed for Tamarind Financial Planning. Smaller RIAs often serve clients with varying asset levels, but without a website or public filings, this cannot be confirmed.
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