Post Resch Tallon Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Post Resch Tallon Group reports 440 clients. They include 305 individual clients and 135 high-net-worth individuals. Of its assets, 92.4% ($314M across 839 accounts) are managed with discretion; $25.8M across 18 accounts are not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 27% |
| High-net-worth individuals | 31% | 73% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 305 | $92.4M | 27.2% | $303K |
| High-net-worth individuals | 135 | $248M | 72.8% | $1.83M |
| Total | 440 | $340M | 100% | $773K |
- Clients
- 305
- Regulatory AUM
- $92.4M
- AUM share
- 27.2%
- Avg. per client
- $303K
- Clients
- 135
- Regulatory AUM
- $248M
- AUM share
- 72.8%
- Avg. per client
- $1.83M
Total
- Clients
- 440
- Regulatory AUM
- $340M
- AUM share
- 100%
- Avg. per client
- $773K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Post Resch Tallon Group charges 0.90%–1.00% a year for its Investment Supervisory Or Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning is generally a fixed fee and consulting is hourly at a standard rate of $250 per hour, billed in 15-minute increments; total plan costs generally range from $500 to $5,000 or more.
- Retirement Plan Advisory Services
- Retirement plan advisory services carry an annual asset-based fee of up to 1%, billed in arrears quarterly; fees are negotiated by plan size and complexity.
John Post owns 50% to 75% of Post Resch Tallon Group. The leadership team of Post Resch Tallon Group includes President John Post and Chief Compliance Officer Kerry Tallon. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 5 insurance agents
- Owns 50% to 75% of Post Resch Tallon Group, Inc.
John Post
Control person · since January 2022
- Owns 25% to 50% of Post Resch Tallon Group, Inc.
Kerry Tallon
Control person · since January 2022
Post Resch Tallon Group’s regulatory assets grew 2.0× from $170M (April 2021) to $340M (March 2026); clients rose from 275 to 440 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $340M | 440 | 5 | 1 |
| Jul 2025July 2025 | $293M | 405 | 6 | 1 |
| Feb 2024February 2024 | $256M | 649 | 5 | 1 |
| Mar 2023March 2023 | $216M | 374 | 5 | 1 |
| Jan 2022January 2022 | $200M | 255 | 5 | 1 |
| Apr 2021April 2021 | $170M | 275 | 5 | 1 |
Besides its headquarters, Post Resch Tallon Group has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 1163 Pittsford-Victor Road, Suite 240, PittsfordHQ
Contact and registration details
- Legal name
- Post Resch Tallon Group, Inc.
- Headquarters
- 1163 Pittsford-Victor Road, Suite 240, Pittsford, NY 14534
- Website
- postreschtallon.com
- Phone
- 585-249-1030
- @post-resch-tallon-group
- SEC file
- 801-73147
- Founded
- 2004
- Structure
- New York corporation
- Fiscal year end
- December
Post Resch Tallon Group’s named custodians for separately managed accounts are Charles Schwab ($301M, 89%), Assetmark Trust ($25.8M, 8%) and SEI Investments Distribution ($12.9M, 4%). Post Resch Tallon Group does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $12.9M4%
- Charles SchwabCharles Schwab & Co., Inc. · Southlake, TX · $301M89%
- Assetmark TrustAssetmark Trust Company · Phoenix, AZ · $25.8M8%
At year end, Post Resch Tallon Group’s separately managed accounts were mostly in stocks (52%) and funds (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 138 positions; the largest are iShares TR (10.4%), iShares TR (8.2%) and Invesco Qqq TR (5.8%).
What the accounts hold
- Stocks52%
- Funds38%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other4%
- Private investments4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Post Resch Tallon Group have?
Post Resch Tallon Group has 440 clients and manages $340 million for them, as of March 2026. They include 305 individual clients and 135 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Post Resch Tallon Group offer?
Post Resch Tallon Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Post Resch Tallon Group charge?
Post Resch Tallon Group charges 0.90%–1.00% a year for its Investment Supervisory Or Management Services. The fee is billed in advance and is negotiable.
Which custodians does Post Resch Tallon Group use?
Post Resch Tallon Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Southlake, TX), with $301M, Assetmark Trust Company (Phoenix, AZ), with $25.8M and SEI Investments Distribution Co. (Oaks, PA), with $12.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Post Resch Tallon Group have?
Post Resch Tallon Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Post Resch Tallon Group invest in?
At the end of its last fiscal year, Post Resch Tallon Group’s separately managed accounts held 52% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 4% other, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 4% other category is described as: Private Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Post Resch Tallon Group?
Post Resch Tallon Group’s direct owners are John Post (50% to 75%) and Kerry Tallon (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Post Resch Tallon Group get paid?
Post Resch Tallon Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Post Resch Tallon Group?
Post Resch Tallon Group’s main office is at 1163 Pittsford-Victor Road, Suite 240, Pittsford, NY 14534. Its phone number is 585-249-1030. Its website is postreschtallon.com.