DP
CFP
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
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
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Kms Financial Services, INC.Broker
September 2019 - June 2020 · 9 mos
Kms Financial Services, INC
August 2019 - June 2020 · 10 mos
Key Investment Services LLC Broker
July 2013 - May 2014 · 10 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.