# Tactical Financial Planning Inc

> Tactical Financial Planning Inc is a state-registered investment advisory firm in Malabar, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 335276
- Filed as: TACTICAL FINANCIAL PLANNING INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Malabar, FL
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335276
- AdvisorCensus page: https://advisorcensus.com/firm/tactical-financial-planning-inc-malabar-fl-335276

## Quick answers

**How is Tactical Financial Planning Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Tactical Financial Planning Inc reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Tactical Financial Planning Inc located?**
Tactical Financial Planning Inc's principal office is in Malabar, FL, according to its Form ADV.

**Is Tactical Financial Planning Inc registered with the SEC or a state?**
Tactical Financial Planning Inc is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335276.

**How much does Tactical Financial Planning Inc manage?**
Tactical Financial Planning Inc reports $158,263 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**Does Tactical Financial Planning Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335276

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $158,263
- Discretionary: $158,263
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $158,263 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tfplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tactical Financial Planning Inc (CRD 335276): Form ADV filing data as of October 2026.