Firm
TGF Assets
Lumberton, New Jersey
Fee-only
TGF Assets at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 11 individual clients.
- Its average account is about $80,000 (assets it manages divided by its 15 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Lumberton, New Jersey |
|---|---|
| Phone | (609) 760-9943 |
TGF Assets fees
TGF Assets 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 · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 11 |
| Accounts managed | 15 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 1, 2026 |
| SEC record | CRD 332490 |
Advisors at this firm (1)
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