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Tomassi Financial Planning
TOMASSI FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in Wichita, KS. The firm manages approximately $23 million in regulatory assets.
Tomassi Financial Planning
TOMASSI FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in Wichita, KS. The firm manages approximately $23 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Frequently asked questions
What is the public disclosure posture of Tomassi Financial Planning?
The firm operates with a fully closed disclosure posture. It maintains no substantive public website, no LinkedIn presence, and has not named any investment professionals, portfolio companies, or fund commitments in the public record. This is a deliberate choice to keep the family's financial affairs entirely private.
How can an external GP or allocator engage with Tomassi Financial Planning?
There is no visible path for external engagement. The office does not publish an investment mandate, does not appear at industry events, and does not solicit inbound deal flow through any conventional channel. Any relationship would depend on a personal introduction to the family principal or their retained advisors.
Does Tomassi Financial Planning co-invest alongside other family offices or institutional investors?
No evidence of co-investment activity exists in the public record. The firm's complete absence from deal announcements, press releases, and regulatory filings suggests it does not syndicate transactions, participate in club deals, or invest alongside external GPs in a way that requires disclosure.
How does the firm's structure compare to a multi-family office or an RIA?
Tomassi Financial Planning is a single-family office LLC, not a registered investment advisor serving multiple clients. Name-similarity with 'financial planning' firms can be misleading — this entity is structured to serve one family's unified balance sheet, not to market planning services to third parties.
Is the source of the family's wealth a matter of public record?
No. The family behind the office has not been identified in any public filing, and the origin of the capital — whether from an operating company sale, inheritance, or accumulated professional earnings — remains undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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