Dale Terwedo
TFS Advisors · Edmonds, Washington
Dale Terwedo is a fee-only financial advisor at TFS Advisors in Edmonds, Washington, who holds the CFP and ChFC credentials. Dale 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 | CFP · ChFC |
| SEC registration | Investment adviser representative in AZ, TX, WA · CRD 1235948 |
| Exams passed | Series 63 (1984) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | tfsadvisors.com |
How Dale'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 Dale
Is Dale Terwedo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale 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 Dale charge for financial advice?
Dale's firm, TFS Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dale Terwedo based?
Dale Terwedo is based in Edmonds, Washington.
What does Dale specialize in?
Dale's specialties include retirement planning, small business owners and founders (pre-exit). Dale works with pre-retirees.
What credentials does Dale Terwedo hold?
Dale Terwedo holds the CFP and ChFC credentials.
Is Dale Terwedo registered with the SEC?
Yes. Dale Terwedo is registered as an investment adviser representative in AZ, TX and WA (CRD 1235948), 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 Dale Terwedo?
Through Dale'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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