Aaron Terwedo
Advisor at TFS Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TFS Advisors, LLC
Location
Edmonds, WA 98020
Credentials
ChFC®, Series 63, Series 65
Industry experience
11 years
About
Aaron Terwedo is a financial advisor at TFS Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at FSC Securities for seven years. Outside of his advisory duties, Terwedo serves on the board of the Foundation for Edmonds School District and is an editorial board member for the Society of Certified Senior Advisors’ peer-reviewed journal. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm employs a fundamental analysis approach to construct diversified, risk-based portfolios and manages all assets on a non-discretionary basis.
Client services
Based on TFS Advisors, LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Initial up-front flat fee generally equal to $2,500; tax preparation flat fee generally $500 (negotiable)
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.65% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $10,000,000: 1.25% Above $10,000,000+: Negotiable
$350 per hour for financial planning services (rarely offered)
Account minimum: $500,000 Minimum fee: $7,500 annually Fee-only: Financial planning services offered hourly at $350/hour or flat fees depending on complexity; fees negotiable
Location
100 2 Nd Ave S., Suite 300
Edmonds, WA 98020
Most active in
Aaron T has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas · Washington
Work history
TFS Advisors, LLC
2023 - Present (3 years)
TFS Advisors, LLC
2017 - Present (9 years)
TFS Advisors, LLC
2017 - Present (9 years)
TFS Advisors, LLC
2015 - 2017 (2 years)
Fsc Securities
2014 - 2021 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sean G
Series 66
Everett, WA
Elderrock Financial LLC
Huihwan Y
Series 63, Series 65
Kirkland, WA
Waterhill Capital, LLC
Shai W
Series 65
Suquamish, WA
Shai Weinbaum Investment Management
Ronald C
CFA®
Kirkland, WA
Lakeside Financial Inc.
Dwayne R
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
Janice B
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
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