# TMG Wealth Advisors, Inc.

> TMG Wealth Advisors, Inc. is a state-registered investment advisory firm in Beaverton, OR, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 23, 2024.

- CRD: 155180
- Filed as: TMG WEALTH ADVISORS, INC.
- Legal name: Morgan, Kurt Evan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: September 23, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155180
- AdvisorCensus page: https://advisorcensus.com/firm/tmg-wealth-advisors-inc-beaverton-or-155180

## Quick answers

**How is TMG Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), TMG Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is TMG Wealth Advisors, Inc. located?**
TMG Wealth Advisors, Inc.'s principal office is in Beaverton, OR, according to its Form ADV.

**Is TMG Wealth Advisors, Inc. registered with the SEC or a state?**
TMG Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155180.

**How much does TMG Wealth Advisors, Inc. manage?**
TMG Wealth Advisors, Inc. reports $29,275,000 in regulatory assets under management in its Form ADV filing dated September 23, 2024 (100% discretionary).

**What types of clients does TMG Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35).

**Does TMG Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155180

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,275,000
- Discretionary: $29,275,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $29,275,000 |

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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tmgwealth.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TMG Wealth Advisors, Inc. (CRD 155180): Form ADV filing data as of October 2026.