TFO Family Office Partners

TFO Family Office Partners at a glance

• One of 212 fee-only firms based in Arizona in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 88 employees and 245 individual clients, 231 of them high net worth.
• Its average account is about $2.6 million (assets it manages divided by its 1,939 accounts).

Fee-only advisors in Arizona · What fee-only advisors charge in Arizona

Facts

TFO Family Office Partners fees

TFO Family Office Partners 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

Advisors at this firm (1)

• Jake Moller

  CFP