Dale 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
Buckeye, AZ
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
42 years
About
Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.
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
Buckeye, AZ
Most active in
Dale T has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas · Washington
Work history
TFS Advisors, LLC
2013 - Present (13 years)
FSC securities corporation
1997 - 2021 (24 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.
James K
Series 63, Series 65
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Patrick C
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Buckeye, AZ
Church Capital
Edwin A
Series 65
Goodyear, AZ
Arete Financial Solutions, LLC
Todd T
Series 65
Buckeye, AZ
Rogue Advisors, LLC
Blake W
Series 66
Goodyear, AZ
Arete Financial Solutions, LLC
Phillip K
Series 63, Series 66
Buckeye, AZ
Thunderbird Wealth Management, Inc.
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