# TPG Financial Advisors, LLC

> TPG Financial Advisors, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 141153
- Filed as: TPG FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141153
- AdvisorCensus page: https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153

## Quick answers

**How is TPG Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), TPG Financial Advisors, LLC 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 TPG Financial Advisors, LLC located?**
TPG Financial Advisors, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is TPG Financial Advisors, LLC registered with the SEC or a state?**
TPG Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 141153.

**How much does TPG Financial Advisors, LLC manage?**
TPG Financial Advisors, LLC reports $2,217,933,597 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (64% discretionary).

**How have TPG Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for TPG Financial Advisors, LLC: Regulatory assets under management: $1,093,229,904 in the October 2021 data and $2,217,933,597 in the October 2026 data, up 103%. Total employees: 17 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TPG Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (369); high net worth individuals (176); pension and profit sharing plans (but not the plan participants or government pension plans) (92).

**Which custodians does TPG Financial Advisors, LLC use?**
TPG Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does TPG Financial Advisors, 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/141153

**What changed in TPG Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,964,622,586 to $2,217,933,597 (+13%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Principal Securities, 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: $2,217,933,597
- Discretionary: $1,409,182,407
- Non-discretionary: $808,751,190

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 369 | $263,164,841 |
| High net worth individuals | 176 | $639,515,260 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 92 | $1,302,049,694 |
| Charitable organizations | Fewer than 5 | $2,787,506 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,416,296 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (13 years)
- Employees: 21 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thepartnersgroup.com
- Facebook @TPGGRP
- LinkedIn @THE-PARTNERS-GROUP_2
- X @TPGRP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,093,229,904 | 17 | March 15, 2021 |
| October 2022 | $1,263,233,127 | 15 | March 16, 2022 |
| October 2023 | $1,324,421,257 | 18 | June 20, 2023 |
| October 2024 | $1,657,763,372 | 20 | March 27, 2024 |
| October 2025 | $1,964,622,586 | 19 | March 25, 2025 |
| October 2026 | $2,217,933,597 | 21 | March 26, 2026 |

Regulatory assets under management: $1,093,229,904 in the October 2021 data and $2,217,933,597 in the October 2026 data, up 103%.
Total employees: 17 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,964,622,586 to $2,217,933,597 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TPG Financial Advisors, LLC (CRD 141153): Form ADV filing data as of October 2026.