# Yousef Almbaid

> Yousef Almbaid 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.

Page: https://find.wellspent.co/advisors/yousef-almbaid/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** TGS Financial Advisors
- **Based in:** Radnor, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $426.0M across 1,222 accounts
- **Credentials:** CFP
- **CRD:** 8022054 (https://adviserinfo.sec.gov/individual/summary/8022054)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.triagemd.com

## Frequently asked questions

### Is Yousef Almbaid a fee-only financial advisor?

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

Yousef's firm, TGS Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Yousef Almbaid based?

Yousef Almbaid is based in Radnor, Pennsylvania.

### What credentials does Yousef Almbaid hold?

Yousef Almbaid holds the CFP credential.

### Is Yousef Almbaid registered with the SEC?

Yes. Yousef Almbaid is registered as an investment adviser representative in PA and TX (CRD 8022054), 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 Yousef Almbaid?

Through Yousef's website, www.triagemd.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8022054): 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

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