Broker Check

Who We Are

Tusk Financial Planning is a full-service, client-focused comprehensive financial planning firm located in beautiful Jacksonville, FL, and owned / operated by Kenneth Tucker, CFP®, ChFC®, who has been a full-time financial advisor for the past 10 years.  We offer a full range of investment and insurance services through LPL Financial, and we conduct meetings virtually and in-person, so you don't have to live in Jacksonville to be a client!

As believers that everyone can benefit from comprehensive financial advice, we don't usually turn clients away that need guidance. However, we have specialized skills and training that enable us to best assist military clients, women and families, and retirees / pre-retirees.  Our clients tend to be middle- to upper-class; we have no desire to make the ultra-wealthy even wealthier.

What makes Tusk Financial Planning unique is that we believe education is key to understanding how to best accomplish your financial goals, so our advising style breaks down difficult terminology into easy-to-understand language and concepts.  Once you feel more comfortable with your knowledge of the financial world, we will guide you to the best course of action for your future.

No one strategy fits everyone, which is why every client gets our undivided attention AND a personalized financial plan.  Your financial situation and goals are not the same as your neighbors', co-workers', or family's, so why would you apply cookie-cutter solutions to your unique financial life?

Who We Are NOT

We at Tusk Financial Planning are NOT:

  • Day traders
  • Stock pickers
  • Wall Street fat cats
  • Hedge fund managers
  • Unlicensed social media opinionators

“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”

– Douglas Adams

Your Team

(Click on our faces to learn more about us)

Ryan Tucker

Ryan Tucker

Future Financial Advisor | YouTube Specialist

The Team Behind Your Team (LPL)

About LPL Financial

About LPL Financial

An industry leader, LPL believes that Americans deserve access to personalized guidance from a financial advisor.

About LPL
LPL by the Numbers

LPL By the Numbers

Founded in 1989.

Fortune 500 company.

Supports 20,000+ advisors.

By the Numbers
LPL Market Research

LPL Market Research

Do you like to nerd-out on data?  Check out LPL's global portfolio strategy, annual and mid-year outlook, and more!

Market Research
LPL Market Commentary

LPL Market Commentary

Weekly market commentary from LPL's chief strategists, economists, analysts, CIO, and more!

Weekly News
<strong>Here to Help You!</strong>

Here to Help You!

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We have over a decade of experience in financial services, and can help you address your needs of today and for many years to come. We look forward to working with you!