TGS Financial Advisors
Radnor, Pennsylvania
TGS Financial Advisors at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 13 employees and 259 individual clients, 100 of them high net worth.
- Its average account is about $349,000 (assets it manages divided by its 1,222 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Radnor, Pennsylvania |
|---|---|
| Website | tgsfinancial.com |
| [email protected] | |
| Phone | (610) 892-9900 |
Questions about TGS Financial Advisors
How is TGS Financial Advisors paid?
TGS Financial Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does TGS Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at TGS Financial Advisors, and 5 hold the CFP.
What is the average account at TGS Financial Advisors?
TGS Financial Advisors's average account is about $349,000. That's the assets on its Form ADV divided by its 1,222 accounts.
What does TGS Financial Advisors specialize in?
TGS Financial Advisors's advisors and website list physicians & residents, retirement planning and family wealth transfer.
TGS Financial Advisors fees
TGS Financial Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $426 million |
| Individual clients | 159 |
| High-net-worth clients | 100 |
| Accounts managed | 1,222 |
| Employees | 13 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-38963) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 107289 |