Firm
TC Financial Management, CO
Margate City, New Jersey
Fee-only
TC Financial Management, CO at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 144 individual clients, 37 of them high net worth.
- Its average account is about $335,000 (assets it manages divided by its 366 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Margate City, New Jersey |
|---|---|
| Website | tcfinancialmgmt.com |
| Phone | (609) 487-1805 |
TC Financial Management, CO fees
TC Financial Management, CO doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $123 million |
| Individual clients | 107 |
| High-net-worth clients | 37 |
| Accounts managed | 366 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-133018) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 128967 |
Advisors at this firm (2)
Other fee-only firms in New Jersey
- Team Financial Planning · Union
- Tenon Financial · Metuchen
- Tepp Wealth Management · Westfield
- TGF Assets · Lumberton
- Thames Asset Management · Hackensack
- the hourly advisor llc · Hoboken
- The Investment Connection · Bridgewater
- The Private Client Advisory Group · Manasquan