TFB Advisors, LLC

TFB Advisors serves a broad mix of individual and institutional clients, including individuals, trusts, estates, charitable organizations, corporations and pension and profit-sharing plans. The firm provides financial planning and consulting, discretionary portfolio and wealth management, and specialized retirement plan consulting services, and it reports discretionary management of approximately $859.6 million in client assets across a multi-advisor team.

The firm tailors portfolios using mutual funds, ETFs, individual equities and fixed income, REITs, options, structured products and allocations to independent sub‑advisors, and it makes extensive use of Independent Managers and model portfolios while monitoring accounts on an ongoing basis. TFB Advisors offers both asset-based investment management and fixed project or ongoing planning arrangements — the brochure notes stand‑alone fixed planning engagements that may be project‑based or for ongoing services.

TFB Advisors is notable for its institutional footprint and related affiliations: it provides ERISA fiduciary retirement plan consulting to plan sponsors and is under common control with Tax Favored Benefits, Inc., an affiliated insurance agency and third‑party administrator, which aligns the firm with plan‑administration capabilities that many multi‑team peers do not have. The firm also has advisors who are registered with Ameritas entities and can deliver commission‑based brokerage and insurance implementation in their individual capacities, creating layered service options and potential conflicts the brochure discloses and addresses.