Tara Stewart
TGF Assets · Lumberton, New Jersey
Tara Stewart is a fee-only financial advisor at TGF Assets in Lumberton, New Jersey. TGF Assets reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | TGF Assets |
|---|---|
| Based in | Lumberton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.2M across 15 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5208334 |
| Exams passed | Series 63 (2008) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How Tara's firm compares
- TGF Assets's average account is about $80,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Tara
Is Tara Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tara holds no broker registration, and TGF Assets reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tara charge for financial advice?
Tara's firm, TGF Assets, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Tara Stewart based?
Tara Stewart is based in Lumberton, New Jersey.
Is Tara Stewart registered with the SEC?
Yes. Tara Stewart is registered as an investment adviser representative in NJ (CRD 5208334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does TGF Assets manage?
TGF Assets reports $1.2M across 15 accounts in assets under management.
How do I contact Tara Stewart?
Contact details aren't on file yet. Search for TGF Assets.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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