SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
TPG Financial Advisors, LLC
Portland, OR
CRD 141153
Firm filing updated March 26, 2026 ·
- $2.2BAssets
- 13Advisory staff
- 1,635Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals369
- High net worth individuals176
- Pension and profit sharing plans92
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 369 | $263.2 million |
| High net worth individuals | 176 | $639.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 92 | $1.3 billion |
| Charitable organizations | Fewer than 5 clients | $2.8 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $10.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$2.2 billion
- Accounts1,635
- Discretionary$1.4 billion · 989 accounts
- Non-discretionary$808.8 million · 646 accounts
People
- Employees21
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents10
- Planning clients101 to 250
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 141153, SEC file 801-77417.
- Registered with the SEC as an investment advisor (status date on record: December 20, 2012).
Is TPG Financial Advisors, LLC a fiduciary?
Short answer: TPG Financial Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
10 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.