CM
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
Loading...
Advisor Information
Office location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tpg Financial Advisors, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
M Holdings Securities, INC.
October 2017 - September 2022 · 4 yrs 11 mos
M Holdings Securities, INC. Broker
October 2017 - September 2022 · 4 yrs 11 mos
Foresters Financial Services, INC.Broker
April 2012 - October 2017 · 5 yrs 6 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.