TC Financial Management, Co Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$122,726,140
Total clients
144
26% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
72
Average account size
$852,265
About
TC Financial Management provides portfolio management and comprehensive financial planning to individual clients — including high‑net‑worth households — as well as to trusts and estates. The firm manages client accounts on a discretionary basis and delivers continuous investment advice alongside personalized planning.
The investment approach is long‑term and allocation‑driven, relying primarily on no‑load mutual funds and ETFs rather than individual securities, with portfolio construction supported by Morningstar Workstation and a client risk questionnaire. The firm does not pursue market timing or technical analysis and integrates ongoing financial planning into its advisory relationship.
Compared with many supported peers, TC Financial is a relatively small, fee‑only adviser overseeing approximately $122.7 million in discretionary assets with two advisors, which corresponds to a higher average account size. The firm notes retirement‑income credentials among its principals, a formal prohibition on employee personal trading in individual securities, and an institutional Schwab relationship that provides operational support while yielding indirect economic benefits.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,001 - $499,999: 0.75% $500,000 - $999,999: 0.625% $1,000,000+: 0.50%
Fee-only: Advisory fee only, no commissions or other compensation accepted
Main office location
TC Financial Management, Co Inc.
7811 Atlantic Ave, Suite A
Margate City NJ 08402, United States
Number of offices
1
Most active in
Florida · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")