TAR River Wealth Planning, LLC
SEC RegisteredA personalized approach to managing wealth
About the firm
Tar River Wealth Planning, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940. Over the years, the firm has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management planning, personalized investment advisory services, corporate retirement plan establishment and oversight, and collaboration with clients' other professional advisors including attorneys and accountants.
Who they serve
Business owners and entrepreneurs, corporate retirement plans, families and individuals, family offices, and retirees.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of August 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TAR River Wealth Planning, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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