T Green Wealth Advisors LLC

T Green Wealth Advisors LLC is an independent registered investment adviser that provides portfolio management and financial planning to individual clients, managing about $2.8 million in discretionary assets across 34 client relationships. The firm advises on mutual funds, equities, ETFs (including precious‑metal sector ETFs), fixed‑income securities, annuities, and insurance products, and it assists clients with retirement accounts and rollover considerations.

The firm documents client objectives in an Investment Policy Statement and applies Modern Portfolio Theory while employing both long‑term and short‑term trading strategies, and it may request discretionary authority to implement portfolio changes. Accounts are reviewed at least quarterly with quarterly custodian reports provided, and financial plans are prepared and delivered to clients (typically within six months of engagement) along with education and guidance for retirement plan participants.

Notably, the firm offers ERISA retirement plan consulting and may act as either a non‑discretionary §3(21) adviser or a discretionary §3(38) investment manager, including services such as investment lineup development and QDIA selection, and it conducts educational seminars/workshops for clients and plan participants—services that are uncommon among independent peers. The brochure also discloses that the principal is a licensed insurance agent who may offer commissionable insurance and annuity products, and it identifies operational features that can affect trade execution and costs such as a requirement to use Charles Schwab Advisor Services and a policy not to aggregate trades across client accounts.