# TJW Fiduciary Plan Consultants

TJW Fiduciary Plan Consultants is an Asset Manager based in Red Bank, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Red Bank, United States
- **Region:** North America
- **Address:** El Dorado Hills, CA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** tjwfiduciary.com
- **LinkedIn:** https://www.linkedin.com/company/timothy-windos-aifa%c2%ae-25954718

## Regulatory record

- **CRD number:** 282938
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282938

## About

TJW FIDUCIARY PLAN CONSULTANTS, LLC is a state-registered investment adviser in RED BANK, NJ. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Wealth Management

## People

- Thomas J. Weir — President

## Questions

### What specific fiduciary services does TJW provide to plan sponsors?

TJW focuses on ERISA compliance documentation for 401(k) and 403(b) plans. The firm drafts investment policy statements, conducts fee benchmarking and provider searches, and delivers ongoing fiduciary audit files to help plan sponsors demonstrate procedural prudence. This is narrower than general retirement consulting, centering on the legal obligations plan committees bear under ERISA Sections 404 and 408(b)(2).

### Does TJW manage discretionary assets or serve individual retail clients?

Public filings and the firm's scope suggest a non-discretionary, plan-level advisory model, not individual wealth management. The practice is built around institutional retirement plan governance rather than personal portfolios, which distinguishes it from hybrid RIAs that combine 401(k) consulting with private-client investment management.

### What is Thomas Weir's professional background?

Thomas J. Weir holds relevant securities and insurance licenses and has operated in the retirement-plan advisory space since at least the late 1990s. Before founding TJW, his experience included insurance-based financial services roles, which informed the compliance and risk-management orientation of the firm he launched in 2001.

### What types of retirement plans does TJW typically serve?

The firm works with employer-sponsored defined-contribution plans, predominantly 401(k) and 403(b) arrangements. TJW's services are designed for plan sponsors seeking to meet ERISA fiduciary standards, including those undergoing Department of Labor audits or transitioning plan providers.

### Is TJW affiliated with a broker-dealer, RIA, or larger platform?

TJW operates as an independent advisory practice. It is not publicly associated with a large aggregator platform or national consulting group, and its fiduciary services are delivered directly to plan sponsors from its El Dorado Hills office.

## Related profiles

- [YFP Wealth](https://altss.com/profile/yfp-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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