Audrey Libois
TGS Financial Advisors · Radnor, Pennsylvania
Audrey Libois is a fee-only financial advisor at TGS Financial Advisors in Radnor, Pennsylvania, who holds the CFP credential. TGS Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | TGS Financial Advisors |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $426.0M across 1,222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5908805 |
| Exams passed | Series 65 (2011) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.triagemd.com |
How Audrey's firm compares
- TGS Financial Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 1,222 accounts).
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Questions about Audrey
Is Audrey Libois a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Audrey holds no broker registration, and TGS Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Audrey charge for financial advice?
Audrey's firm, TGS Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Audrey Libois based?
Audrey Libois is based in Radnor, Pennsylvania.
What credentials does Audrey Libois hold?
Audrey Libois holds the CFP credential.
Is Audrey Libois registered with the SEC?
Yes. Audrey Libois is registered as an investment adviser representative in PA (CRD 5908805), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TGS Financial Advisors manage?
TGS Financial Advisors reports $426.0M across 1,222 accounts in assets under management.
How do I contact Audrey Libois?
Through Audrey's website, www.triagemd.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
- 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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