TFG Wealth Management

Financial Advisor in Bucks County, PA

Firm Info
Address: 642 Newtown Yardley Rd STE 115, Newtown, PA 18940, USA
Website:
Phone: (866) 296-8156

Firm Size
Assets Under Management: $152.5 million
# of Advisors: 1
# of Clients: 647
Client to Advisor Ratio: 647:1
Average Account Size: $235,657
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Subscription (Newsletter or Periodical)
  • Fixed Fees (Other than subscription)
  • Other

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Tfg Wealth Management, LLC Overview

TFG Wealth Management, LLC is a fee-only Registered Investment Advisory Firm dedicated to providing investment advice to individuals and small businesses since its establishment in 2019. Headquartered in Newtown, PA, the firm's team of experts offers a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. The firm takes pride in offering clients unbiased advice, eliminating any potential conflicts of interest that may arise with other fee arrangements. TFG Wealth Management, LLC focuses on giving clients the tools and knowledge they need to make informed decisions about their financial future. The firm's educational seminars and workshops are designed to equip clients with a deeper understanding of their investments and how to maximize returns. Whether clients are starting a new investment portfolio or looking to grow their existing one, TFG Wealth Management, LLC is available to guide them every step of the way. With its fee-only structure, TFG Wealth Management, LLC has gained the trust of its clients by providing objective investment advice. Clients can rest assured that their financial wellbeing is the top priority, as the firm's compensation is solely based on the work it does for its clients. Overall, TFG Wealth Management, LLC is a client-focused investment advisory firm that is committed to providing expert advice and guidance to help clients achieve their financial goals.

TFG Wealth Management, LLC caters to a diverse range of clients, from individuals to high net worth individuals and charitable organizations, to other types of corporations not listed. These clients have varying financial needs and goals, which TFG Wealth Management, LLC strives to meet with its comprehensive wealth management services. The firm customizes its strategies to suit each client, providing tailored solutions with the precision of a bespoke suit. TFG Wealth Management, LLC offers a range of fee structures depending on the service provided. For those seeking ongoing portfolio management, fees are generally a percentage of assets under management. For clients seeking occasional financial advice, TFG Wealth Management, LLC offers hourly fee structures. The firm also provides subscription options to newsletters or periodicals for clients who wish to keep up to date with the latest financial trends. Fixed fees are available for specific project work or one-time tasks. In addition, TFG Wealth Management, LLC offers other fee structures to ensure access to services for clients. Regardless of the fee structure, the team at TFG Wealth Management, LLC always acts in the best interest of its clients and prioritizes their success above all else.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for TFG Wealth Management, LLC does not mention an investment minimum.

How This Office Can Help Bucks County, PA Residents

TFG Wealth Management assists clients in Bucks County, PA by providing a personalized approach to managing their finances. They understand that each client has unique financial goals and offer customized strategies to help them achieve their objectives. One of the financial situations someone living in Bucks County, PA might be facing is retirement planning. TFG Wealth Management provides expert guidance and advice on the best retirement savings plans, such as IRAs and 401(k)s, and can help clients create a retirement income stream that meets their needs. Another common financial situation in Bucks County, PA is estate planning. TFG Wealth Management works with clients to develop an estate plan that ensures their assets are distributed according to their wishes after their passing, while minimizing taxes and other expenses. They also offer advice on legacy planning strategies, such as charitable giving and gifting, to help clients leave a lasting impact on their communities. With their personalized approach and expertise in managing various financial situations, TFG Wealth Management is a valuable resource for those seeking financial security in Bucks County, PA.

To view the Minimum Investment and Fee Schedule for Tfg Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Tfg Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tfg Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Other
Unavailable
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 642 Newtown Yardley Rd STE 115, Newtown, PA 18940, USA
Phone (866) 296-8156
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Tfg Wealth Management, LLC is registered to service clients in the following states:

  • Delaware
  • Florida
  • Louisiana
  • New Hampshire
  • New Jersey
  • Pennsylvania

Disciplinary History

Tfg Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.