Jeffery Margolf
Tangent Financial · Honolulu, Hawaii
Jeffery Margolf is a fee-only financial advisor at Tangent Financial in Honolulu, Hawaii, who holds the CFA credential. Jeffery focuses on retirement planning, tax planning and estate & legacy planning. Tangent Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Tangent Financial |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $518K across 5 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 7669561 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tangentfin.co |
| Profile |
How Jeffery's firm compares
- Tangent Financial's average account is about $104,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Jeffery
Is Jeffery Margolf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Tangent Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, Tangent Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffery Margolf based?
Jeffery Margolf is based in Honolulu, Hawaii.
What does Jeffery specialize in?
Jeffery's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Jeffery Margolf hold?
Jeffery Margolf holds the CFA credential.
Is Jeffery Margolf registered with the SEC?
Yes. Jeffery Margolf is registered as an investment adviser representative in CO (CRD 7669561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tangent Financial manage?
Tangent Financial reports $518K across 5 accounts in assets under management.
How do I contact Jeffery Margolf?
Through Jeffery's website, www.tangentfin.co.
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
- Tangent Financial 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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