Tfc Financial Management Inc.

Tfc Financial Management Inc. (CRD# 105062) is a financial advisory firm headquartered in Boston, MA. They manage $787,887,383 in 946 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    788
    MILLION
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $832,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, ME, NH, NY, TX

Financial Advisors at Tfc Financial Management Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Daniel S. Kern
CRD#: 1192557
260 Franklin Street, Suite 1888, Boston, MA 02110
101
Wealthminder
score

Daniel Kern (CRD# 1192557) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 22 years of experience in the finance industry.

2
Jane T. Barney
CRD#: 2678629
30 Federal Street, Boston, MA 02110
96
Wealthminder
score

Jane Barney (CRD# 2678629) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 21 years of experience in the finance industry. Jane Barney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas E. Hudson
CRD#: 4170140
260 Franklin Street, Suite 1888, Boston, MA 02110
96
Wealthminder
score

Thomas Hudson (CRD# 4170140) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 17 years of experience in the finance industry.

4
Leann N. Sullivan
CRD#: 2397590
Tfc Financial Management, Inc., 30 Federal Street, Boston, MA 02110
96
Wealthminder
score

Leann Sullivan (CRD# 2397590) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 21 years of experience in the finance industry. Leann Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Frederick M. Pryor
CRD#: 869833
Tfc Financial Management, Inc., 30 Federal Street, Boston, MA 02110
93
Wealthminder
score

Frederick Pryor (CRD# 869833) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 23 years of experience in the finance industry.

6
Kathleen A. Chianca
CRD#: 4576751
Tfc Financial Management, Inc., 30 Federal Street, Boston, MA 02110
90
Wealthminder
score

Kathleen Chianca (CRD# 4576751) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Kathleen Chianca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mary M. Evans
CRD#: 5779647
260 Franklin Street, Suite 1888, Boston, MA 02110
90
Wealthminder
score

Mary Evans (CRD# 5779647) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Mary Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michelle A. Herd
CRD#: 6423641
260 Franklin St, Suite 1888, Boston, MA 02110
90
Wealthminder
score

Michelle Herd (CRD# 6423641) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Michelle Herd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
James L. Joslin
CRD#: 4343630
Tfc Financial Management, Inc., 30 Federal Street, Boston, MA 02110
90
Wealthminder
score

James Joslin (CRD# 4343630) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry. James Joslin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Renee K. Kwok
CRD#: 2003587
Tfc Financial Management, 30 Federal Street, Boston, MA 02110
90
Wealthminder
score

Renee Kwok (CRD# 2003587) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Renee Kwok has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.