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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2013
- Office Locations
- 2
Office Locations
About TFS Advisors, LLC
TFS Advisors provides comprehensive financial planning and retirement coaching alongside investment management, tax strategy, cash-flow, and insurance planning, with support for legacy, education savings, and next-generation planning. The firm focuses on mid-career professionals through the retirement transition, including near-retirees seeking an ongoing planning partner. They coordinate implementation with other financial professionals and work with clients nationwide; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
Aaron Matthew Terwedo
Managing Member, Paraplanner
- CRD
- #6163090
- Ownership
- 50% but less than 75%
Dale Robert Terwedo
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1235948
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,414,687 | $367,445 |
| Non-Discretionary | $59,823,262 | $398,822 |
| Total | $161,237,949 | $378,493 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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