Brendan Pheasant, CFP®, ChFC
A Family Firm With A Family Feel!
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Tuyyo Planning Group
Brendan Pheasant, CFP®, ChFC
Austin, TX
Serving Clients Nationwide
A Family Firm With A Family Feel!
Areas of Focus
- Employee Stock Options
- Estate Planning
- Having a Baby
- Money Psychology
- Retirement Planning
- Taxes
About Brendan Pheasant, CFP®, ChFC
Brendan is a Certified Financial Planner® professional and a Chartered Financial Consultant with 17 years of experience in financial services and eight years of experience as a comprehensive financial planner. He has graduate certificates in life-centered financial planning and financial health & wellness. He is pursuing a Ph.D. in financial planning, where he is researching how we do (or don’t) support well-being, human development, and human needs in the financial planning process. Brendan is a thought leader sharing his expertise in the Journal of Financial Planning, The Cut, and Wallet Hub, and co-founder of a nationwide think tank of leaders whose mission is to incorporate the science of financial well-being, financial wellness, and well-being into their firms.Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant (ChFC)
Affiliations
-
CFP Board
- Financial Planning Association
Primary Location
13317 Perthshire St, Austin, TX 78729
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Before committing your time, we start with a 15-20 minute phone call which will give us both a chance to make sure your situation matches our expertise. After all, you would not go see a Podiatrist if you needed back surgery.Offers Investment Management
Yes
About Tuyyo Planning Group
At Tuyyo Planning Group, we specializes in providing fiduciary and comprehensive ongoing financial planning and wealth management services to professionals, families, and retirees.Comprehensive services include:
✅ Clarification on Goals, Values, Principles
✅ Tax Planning
✅ Retirement Planning
✅ Social Security Analysis
✅ Investment Analysis
✅ Estate Planning
✅ Equity Compensation
✅Education Planning
✅Cash Flow Planning
✅Insurance Planning
✅Employee Benefits Optimization
Education
Texas Tech University, Doctoral Student | Texas Tech University, Graduate Certificate in Life Centered Financial Planning | Texas Tech University, Graduate Certificate in Financial Health & Wellness |Lamar University, Bachelor's degree, General Studies
Hobbies and Interests
- Board Games
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Immigrants
- LGBTQ
- Living in Retirement
- Muslim
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Professional Athletes
- Technology Professionals
- Women Professionals
- Young Families
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