Tpg Financial Advisors, LLC
Assets Under Management
$2.0B
Number of Clients
643
Number of Advisors
16
Average Client AUM
$3.1M
AUM per Advisor
$122.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TPG Financial Advisors, LLC is an independent investment advisory firm offering investment supervisory, management advisory, retirement plan consulting, investment consulting, and financial planning services. They work with employer-sponsored retirement plans, providing discretionary and non-discretionary investment advisory services. The firm also offers a Pooled Employer Plan (PEP).
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
Location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223