Tfg Wealth Management, LLC

Tfg Wealth Management, LLC (CRD# 148025) is a financial advisory firm headquartered in Newtown, PA. They manage $12,338,194 in 227 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $54,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

NJ, PA

Financial Advisors at Tfg Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark D. Fried
CRD#: 2028237
115 Pheasant Run Suite 114, Newtown, PA 18940
101
Wealthminder
score

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.

2
Richard C. Jakotowicz
CRD#: 4244055
642 Newtown-yardley Road, Suite 115, Newtown, PA 18940
96
Wealthminder
score

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.

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