# Susanne Naso

> Susanne Naso is a fee-only financial advisor at The Pacific Financial Group in Bradenton, Florida. Susanne focuses on retirement planning. The Pacific Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/susanne-naso/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Pacific Financial Group
- **Based in:** Bradenton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $5.07B across 16,832 accounts
- **Specialties:** Retirement planning
- **CRD:** 4243529 (https://adviserinfo.sec.gov/individual/summary/4243529)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2020), Series 66 (2001)
- **Firm size:** 62 employees
- **Disclosures:** None reported
- **Website:** https://www.tpfg.com

## Frequently asked questions

### Is Susanne Naso a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Susanne 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 Susanne charge for financial advice?

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

### Where is Susanne Naso based?

Susanne Naso is based in Bradenton, Florida.

### What does Susanne specialize in?

Susanne's specialties include retirement planning.

### Is Susanne Naso registered with the SEC?

Yes. Susanne Naso is registered as an investment adviser representative in FL (CRD 4243529), 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 Susanne Naso?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4243529): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tpfg.com/home): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.