Firm
TBG Investing
Lake Oswego, Oregon
Fee-only
TBG Investing at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $287,000 (assets it manages divided by its 12 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the Oregon median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | tbginvesting.com |
| [email protected] | |
| Phone | (773) 245-0418 |
TBG Investing fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$300-$1,200/Month (subject to a set-up fee)" source
"ONGOING FINANCIAL PLANNING FEES: $300-$1,200/Month (subject to a set-up fee)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 6 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 333130 |