# Tonjes Financial Group

> Tonjes Financial Group is a state-registered investment advisory firm in Findlay, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 338154
- Filed as: TONJES FINANCIAL GROUP
- Legal name: Tonjes Finance LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Findlay, OH
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338154
- AdvisorCensus page: https://advisorcensus.com/firm/tonjes-financial-group-findlay-oh-338154

## Quick answers

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

**Where is Tonjes Financial Group located?**
Tonjes Financial Group's principal office is in Findlay, OH, according to its Form ADV.

**Is Tonjes Financial Group registered with the SEC or a state?**
Tonjes Financial Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338154.

**How much does Tonjes Financial Group manage?**
Tonjes Financial Group reports $457,330 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**Does Tonjes Financial Group 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/338154

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $457,330
- Discretionary: $457,330
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $457,330 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tfgadviser.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tonjes Financial Group (CRD 338154): Form ADV filing data as of October 2026.