Aaron Terwedo
TFS Advisors · Edmonds, Washington
Aaron Terwedo is a fee-only financial advisor at TFS Advisors in Edmonds, Washington, who holds the ChFC credential. Aaron focuses on retirement planning, small business owners and founders (pre-exit). TFS Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | TFS Advisors |
|---|---|
| Based in | Edmonds, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $161.2M across 426 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in AZ, TX, WA · CRD 6163090 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | tfsadvisors.com |
| Profile |
How Aaron's firm compares
- TFS Advisors's average account is about $378,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Aaron
Is Aaron Terwedo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and TFS Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, TFS Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Terwedo based?
Aaron Terwedo is based in Edmonds, Washington.
What does Aaron specialize in?
Aaron's specialties include retirement planning, small business owners and founders (pre-exit). Aaron works with pre-retirees.
What credentials does Aaron Terwedo hold?
Aaron Terwedo holds the ChFC credential.
Is Aaron Terwedo registered with the SEC?
Yes. Aaron Terwedo is registered as an investment adviser representative in AZ, TX and WA (CRD 6163090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TFS Advisors manage?
TFS Advisors reports $161.2M across 426 accounts in assets under management.
How do I contact Aaron Terwedo?
Through Aaron's website, tfsadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TFS Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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