TJW Fiduciary Plan Consultants

TJW Fiduciary Plan Consultants

TJW Fiduciary Plan Consultants was founded in 2001 by Thomas J. Weir, an advisor focused on the regulatory architecture around employer-sponsored retirement plans. The firm operates from El Dorado Hills, California, and occupies a narrow compliance niche: helping plan sponsors document and maintain their fiduciary obligations under ERISA. The advisory model centers on fiduciary support for 401(k) and 403(b) plans. Service lines include investment policy statement drafting, provider benchmarking, fee analysis, and ongoing plan governance documentation. Unlike broader wealth managers that layer retirement consulting onto a private-client book, TJW's practice is built around the specific legal duties of plan committees, with no parallel retail advisory arm evident in public filings. The firm also provides third-party administration support and employee education programs. Public records place the firm as a boutique with a limited geographic footprint concentrated in Northern California. No external AUM figure is publicly reported. Weir maintains relevant securities licenses and a professional background in insurance and advisory services predating the firm's launch. What distinguishes TJW from a generalist RIA is the depth of its ERISA specialization. The firm does not market discretionary asset management to individuals; its economic model appears tied to ongoing plan consulting retainers and project-based fiduciary reviews. This creates a governance-focused revenue stream insulated from the asset-gathering pressures that shape most retirement-platform relationships, though the absence of public scale disclosures limits any independent assessment of the firm's market share.