Tfo Phoenix, Inc.

Tfo Phoenix, Inc. (CRD# 159440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $1,299,601,598 in 821 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,300
    MILLION
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $1,582,950
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AZ, CA, MO, TX

Financial Advisors at Tfo Phoenix, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Charles R. Carroll
CRD#: 2595125
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
96
Wealthminder
score

Charles Carroll (CRD# 2595125) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 22 years of experience in the finance industry.

2
Christopher K. Hess
CRD#: 4669146
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
96
Wealthminder
score

Christopher Hess (CRD# 4669146) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry. Christopher Hess 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
Connor C. Humphrey
CRD#: 5769897
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
96
Wealthminder
score

Connor Humphrey (CRD# 5769897) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry. Connor Humphrey 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.

4
Laura N. Jansen
CRD#: 4679541
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
96
Wealthminder
score

Laura Jansen (CRD# 4679541) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry. Laura Jansen 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
Mason G. Longstreth
CRD#: 5275097
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
96
Wealthminder
score

Mason Longstreth (CRD# 5275097) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry. Mason Longstreth 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.

6
David A. Bloom
CRD#: 5529999
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
93
Wealthminder
score

David Bloom (CRD# 5529999) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.

7
Brittany L. Genzale
CRD#: 5030284
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
93
Wealthminder
score

Brittany Genzale (CRD# 5030284) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.

8
Jill A. Herbert
CRD#: 3254812
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
93
Wealthminder
score

Jill Herbert (CRD# 3254812) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.

9
Scott M. Horn
CRD#: 4590725
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
93
Wealthminder
score

Scott Horn (CRD# 4590725) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.

10
Benjamin J. Kelly
CRD#: 4294545
2400 E. Arizona Biltmore Circle, Suite 1400, Building 4, Phoenix, AZ 85016
93
Wealthminder
score

Benjamin Kelly (CRD# 4294545) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry.

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