Yousef Almbaid
TGS Financial Advisors · Radnor, Pennsylvania
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.
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Facts
| Firm | TGS Financial Advisors |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $426.0M across 1,222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 8022054 |
| Exams passed | Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.triagemd.com |
How Yousef's firm compares
- TGS Financial Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 1,222 accounts).
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Questions about Yousef
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Radnor
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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