GS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
643 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.0B
Fee Structure
Fees are calculated as a flat fee, asset-based fee, or a combination of both. Hourly consulting services are also available. Fees depend on portfolio size, scope of work, client location, travel requirements, and number of meetings. Specific fee details are in the client agreement.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsRegulatory History (1)
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
February 2007Settled
Other Business ActivitiesSells Insurance
Geneva is licensed to sell insurance under The Partners Group, Ltd. She also volunteers for several non-profit organizations, including College Possible, BBBS, Jesuit Booster Club, and Kerr Contractor Annual Shoot Out Committee, dedicating minimal time to each.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Geneos Wealth Management, INC. Broker
June 2013 - January 2019 · 5 yrs 7 mos
PFS Investments INC. Broker
August 2000 - June 2013 · 12 yrs 10 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.