James Theodore Tegeler
Investment adviser representative at Tfo Family Office Partners
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Tfo Family Office PartnersMar 2022 to now
- Tfo Family Office Partners Formerly Tfo Phoenix, Inc.Mar 2022 to now
- Laird Norton Wealth ManagementApr 2011 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Tfo Family Office Partners
Legal name: Tfo Family Office Partners, LLC
$5BAssets managed
306Clients
27Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2976931
- Firm CRD
- 159440