Tfg Wealth Management, LLC
Tfg Wealth Management, LLC (CRD# 148025) is a financial advisory firm headquartered in Newtown, PA. They manage $7,500,000 in 205 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts205ACCOUNTS
Average Account Value$36,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Mark Fried (CRD# 2028237) is the President of TFG Wealth Management, LLC in Newtown, PA and has over 25 years of experience in the finance industry.
Richard Jakotowicz (CRD# 4244055) is an Investment Advisor Representative working at Tfg Wealth Management, LLC in Newtown, PA and has over 10 years of experience in the finance industry. Richard Jakotowicz 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.