{
  "crd_number": 313543,
  "slug": "tfp-management-llc-bettendorf-ia-313543",
  "primary_business_name": "TFP MANAGEMENT, LLC",
  "legal_name": "TFP MANAGEMENT, LLC",
  "dbas": [],
  "city": "Bettendorf",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "19340",
  "metro": {
    "cbsa_code": "19340",
    "common_name": "Davenport",
    "msa_name": "Davenport-Moline-Rock Island, IA-IL",
    "path": "/advisors/ia/davenport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-17",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 272999277.0,
  "raum_discretionary": 272999277.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 153155547.0,
      "count": 592
    },
    "high_net_worth_individuals": {
      "raum": 119843730.0,
      "count": 68
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "MN",
    "MO",
    "NE",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/TrueFinancialPartners",
    "https://linkedin.com/company/105840867",
    "https://truefinancialpartners.com",
    "https://youtube.com/@truefinancialpartners5643"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313543",
  "city_as_filed": "BETTENDORF",
  "url": "https://advisorcensus.com/firm/tfp-management-llc-bettendorf-ia-313543",
  "display_name": "TFP Management, LLC",
  "summary": "TFP Management, LLC is an SEC-registered investment advisory firm in Bettendorf, IA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. TFP Management, LLC (CRD 313543): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is TFP Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), TFP Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does TFP Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $500,000: 1.15% a year; $500,001 to $1,000,000: 0.85% a year; Above $1,000,000: 0.6% a year; Flat fee: $100 to $3,000 (Financial consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is TFP Management, LLC located?",
      "a": "TFP Management, LLC's principal office is in Bettendorf, IA, according to its Form ADV."
    },
    {
      "q": "Is TFP Management, LLC registered with the SEC or a state?",
      "a": "TFP Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313543."
    },
    {
      "q": "How much does TFP Management, LLC manage?",
      "a": "TFP Management, LLC reports $272,999,277 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have TFP Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for TFP Management, LLC: Regulatory assets under management: $180,310,003 in the October 2021 data and $272,999,277 in the October 2026 data, up 51%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does TFP Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (592); high net worth individuals (68)."
    },
    {
      "q": "Which custodians does TFP Management, LLC use?",
      "a": "TFP Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does TFP Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313543"
    },
    {
      "q": "Does TFP Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"We offer our services to individuals, high net worth individuals , and corporations and other business entities (i.e., Simple IRAs). We do not require a minimum account size.\""
    },
    {
      "q": "What changed in TFP Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $217,711,655 to $272,999,277 (+25%). Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 180310003.0,
      "total_employees": 2,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 155265453.0,
      "total_employees": 3,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 170497318.0,
      "total_employees": 3,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 208707000.0,
      "total_employees": 3,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217711655.0,
      "total_employees": 4,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 272999277.0,
      "total_employees": 4,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $217,711,655 to $272,999,277 (+25%).",
        "Registered or notice-filed in AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.15%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "0.6%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $100 to $3,000 (Financial consulting fees)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.15% a year",
          "$500,001 to $1,000,000: 0.85% a year",
          "Above $1,000,000: 0.6% a year"
        ],
        "quotes": [
          "Our annual management fee is based on the following fee schedule: Account Value Annual Management Fee $0 – $500,000 1.15% $500,001 - $1,000,000 0.85% Above $1,000,000 0.60%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We offer our services to individuals, high net worth individuals , and corporations and other business entities (i.e., Simple IRAs). We do not require a minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100 to $3,000 (Financial consulting fees)"
        ],
        "quotes": [
          "However, on occasion we may offer this as a separate service where we charge a fixed fee that ranges from $100 to $3,000. The agreed upon fee will be due upon completion"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.15
        },
        {
          "min": 500001.0,
          "max": 1000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 1000000.0,
          "max": null,
          "rate_pct": 0.6
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 100.0,
          "max": 3000.0,
          "period": "one_time",
          "service": "Financial consulting fees"
        }
      ]
    },
    "quotes": [
      "Our annual management fee is based on the following fee schedule: Account Value Annual Management Fee $0 – $500,000 1.15% $500,001 - $1,000,000 0.85% Above $1,000,000 0.60%",
      "We offer our services to individuals, high net worth individuals , and corporations and other business entities (i.e., Simple IRAs). We do not require a minimum account size.",
      "However, on occasion we may offer this as a separate service where we charge a fixed fee that ranges from $100 to $3,000. The agreed upon fee will be due upon completion"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tfp-management-llc-bettendorf-ia-313543.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 592,
      "fewer_than_5": false,
      "raum": 153155547.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 119843730.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313543",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}