# TFP Management, LLC

> 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.

- CRD: 313543
- Filed as: TFP MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bettendorf, IA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313543
- AdvisorCensus page: https://advisorcensus.com/firm/tfp-management-llc-bettendorf-ia-313543

## Quick answers

**How is TFP Management, LLC compensated?**
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).

**How much does TFP Management, LLC charge?**
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.

**Where is TFP Management, LLC located?**
TFP Management, LLC's principal office is in Bettendorf, IA, according to its Form ADV.

**Is TFP Management, LLC registered with the SEC or a state?**
TFP Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313543.

**How much does TFP Management, LLC manage?**
TFP Management, LLC reports $272,999,277 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have TFP Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does TFP Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (592); high net worth individuals (68).

**Which custodians does TFP Management, LLC use?**
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.

**Does TFP Management, LLC report any disciplinary disclosures?**
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

**Does TFP Management, LLC state an account minimum?**
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."

**What changed in TFP Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- 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

> 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%

- Account minimum: None

> 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.

- Flat fee: $100 to $3,000 (Financial consulting fees)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $272,999,277
- Discretionary: $272,999,277
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 592 | $153,155,547 |
| High net worth individuals | 68 | $119,843,730 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CO, FL, GA, IA, IL, MN, MO, NE, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truefinancialpartners.com
- Facebook @TrueFinancialPartners
- LinkedIn @105840867
- YouTube @truefinancialpartners5643

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,310,003 | 2 | September 29, 2021 |
| October 2022 | $155,265,453 | 3 | March 30, 2022 |
| October 2023 | $170,497,318 | 3 | March 29, 2023 |
| October 2024 | $208,707,000 | 3 | March 8, 2024 |
| October 2025 | $217,711,655 | 4 | April 29, 2025 |
| October 2026 | $272,999,277 | 4 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $217,711,655 to $272,999,277 (+25%).
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TFP Management, LLC (CRD 313543): Form ADV filing data as of October 2026.