AM

Andrew Joseph Mcfarland

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K

TLG Advisors is compensated based on assets under management, with fees generally ranging from 0.80% to 1.75% per year. Additional transaction, custody, money manager, and platform fees may apply. Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors and 0.10% to Advisor Engine. Fees are negotiable, and accounts may be aggregated for discounts. Financial planning and consulting are also offered for fixed or hourly fees. Clients should review their advisory agreement for a breakdown of fees.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

Dana Point, CA

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2007
Denied
Customer Dispute
August 2005
Settled
Other Business ActivitiesSells Insurance

Andrew is involved in insurance sales through BKA Financial, focusing on life insurance solutions and dedicating full-time hours to this endeavor. He is also an Investment Advisor Representative (IAR) with TLG Advisors Inc, but spends no time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2023 - Present · 2 yrs 10 mos
The Leaders Group, INC.
January 2023 - Present · 3 yrs
The Leaders Group, INC.Broker
January 2023 - Present · 3 yrs
Previous Registrations
First Republic Investment Management, INC.
April 2021 - January 2023 · 1 yr 9 mos
First Republic Securities Company, LLCBroker
April 2021 - January 2023 · 1 yr 9 mos
P.J. Robb Variable CorporationBroker
March 2021 - April 2021 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - March 2021 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2011 - March 2021 · 9 yrs 8 mos
Valmark Securities, INC.Broker
November 2010 - July 2011 · 8 mos
Metlife Investors Distribution CompanyBroker
December 2004 - July 2010 · 5 yrs 7 mos
Metlife Investors Distribution CompanyBroker
January 2002 - December 2004 · 2 yrs 11 mos
Equitable Distributors, INC.Broker
November 2000 - January 2002 · 1 yr 2 mos
AXA Advisors, LLC Broker
November 1991 - November 2000 · 9 yrs
The Equitable Life Assurance Society of the United StatesBroker
November 1991 - January 2000 · 8 yrs 2 mos
State Registrations2 states
CANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Joseph Mcfarland - Financial Advisor | AdvisorDiscover