Tuyyo Planning Group, LLC

Tuyyo Planning Group, LLC is a financial planner in Austin, TX, located at 13317 Perthshire St. The firm provides fiduciary and comprehensive ongoing financial planning and wealth management services to high income professionals and retirees. It offers services nationwide virtually or in person at its home office in Austin, TX. As an independent Registered Investment Advisory Firm, Tuyyo Planning Group, LLC is legally required to act in the best interest of clients and minimize conflicts of interest. The firm operates as a boutique practice, advising a limited number of clients to ensure service quality and personal attention. The planning process begins by helping clients clarify core principles and values regarding money before exploring options to reach goals. The firm provides assistance with both macro-level investments, such as estate and retirement, and micro-level cashflow planning. It helps clients stay on course with commitments by prioritizing goals, outlining steps, and regularly reviewing progress. The firm utilizes different compensation models based on a client's stage of life. For those accumulating wealth, it earns a flat annual fee for advice and wealth management. For retirees preserving wealth, it earns a percentage of the assets managed. This structure allows the firm to focus on client needs rather than product sales, avoiding commissions or hidden fees on investments. The firm provides a no-cost initial consultation with no obligation to work together. If clients decide the firm is not a good fit, it will refer them to another fiduciary. Brendan, the founder, holds a Bachelor’s Degree in International Studies and Business from Texas State University. He is a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Investment Fiduciary® (AIF®) designation. He served six years on the Board of Directors for Austin’s National Association of Insurance and Financial Advisors (NAIFA) in various chairs from Treasurer to President of the Board. The firm holds a rating of 5.00 based on customer reviews. Tuyyo Planning Group, LLC brings its fiduciary standards and comprehensive planning approach to financial clients in Austin.

Tuyyo Planning Group, LLC is located on Perthshire Street in Austin, Texas, approximately 0.2 miles from Lake Creek Trailhead Picnic Area and North Pond Springs Creek. The office is also about 0.3 miles from Lake Creek and 0.4 miles from Springwoods Pool.

BizScoreAI gives the business a Technical score of 92 out of 100, ensuring the website is secure and readable by search engines. The Discoverability score is 88 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants. BizScoreAI reports that the firm ranks number 1 of 25 Financial planner businesses in Austin.