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Advisor

Anthony Root

The Pacific Financial Group · Nashville, Tennessee

Anthony Root is a fee-only financial advisor at The Pacific Financial Group in Nashville, Tennessee. Anthony focuses on retirement planning. The Pacific Financial Group reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Specialties

Facts

FirmThe Pacific Financial Group
Based in Nashville, Tennessee
Fee model (firm's Form ADV)Percentage of assets
Assets under management$5.07B across 16,832 accounts
SEC registration Investment adviser representative in TN · CRD 7471524
Exams passedSeries 63 (2023) · Series 65 (2025)
Firm size62 employees
Disclosures None reported
Websitewww.tpfg.com

How Anthony's firm compares

  • The Pacific Financial Group's average account is about $301,000, from its Form ADV (assets managed divided by 16,832 accounts).

What fee-only advisors charge in Tennessee

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Questions about Anthony

Is Anthony Root a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and The Pacific Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Anthony charge for financial advice?

Anthony's firm, The Pacific Financial Group, reports charging a percentage of assets on its SEC Form ADV.

Where is Anthony Root based?

Anthony Root is based in Nashville, Tennessee.

What does Anthony specialize in?

Anthony's specialties include retirement planning.

Is Anthony Root registered with the SEC?

Yes. Anthony Root is registered as an investment adviser representative in TN (CRD 7471524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does The Pacific Financial Group manage?

The Pacific Financial Group reports $5.07B across 16,832 accounts in assets under management.

How do I contact Anthony Root?

Through Anthony's website, www.tpfg.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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