TFP Management, LLC logo

TFP Management, LLC

Updated today

Client assets under management

$272,999,277

Clients

660

10% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

220

Very High

Average account size

$413,635

About

TFP Management, LLC provides discretionary investment management and complimentary financial planning to individuals, high net worth clients, and certain business entities, and also offers retirement plan education and consulting on a non‑fiduciary basis. The firm reports approximately $273 million in discretionary assets under management and serves roughly 660 client relationships.

Portfolios are built from an initial asset allocation tied to client risk tolerance and financial goals, and are managed using a combination of fundamental and technical analysis through proprietary model portfolios or customized strategies, with the firm generally exercising discretionary authority. TFP may engage sub‑advisers for portions of client assets and uses a range of securities including mutual funds, ETFs (including leveraged and inverse products), stocks, bonds, and REITs.

Distinctive features disclosed in the brochure include that the firm’s owners and associates are licensed insurance agents and may recommend insurance products for separate commission compensation, a potential conflict the firm says it seeks to mitigate through policies and client disclosure. The firm also describes economic benefits received from its sub‑adviser relationship (such as billing, research, and technology support) and discloses procedures for fee deduction and limited custody transfers that clients should consider when evaluating the advisor.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance

Fee options

Fixed

$100 to $3,000 fixed fee for separate financial consulting engagements

Percentage

$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.85% Above $1,000,000+: 0.60%

Main office location

TFP Management, LLC

3475 Utica Ridge Road

Bettendorf IA 52722, United States

Number of offices

1

Most active in

Alabama · Arizona · Colorado · Florida · Georgia · Illinois · Iowa · Minnesota · Missouri · Nebraska · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Drue K

Series 63, Series 66

Bettendorf, IA

TFP Management, LLC

Drue Kampmann is a financial advisor at TFP Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been affiliated with multiple firms, including DK Wealth Management, Inc., Metro Valley Partners, LLC, AlphaStar Capital Management, LLC, and True Financial Partners. Outside of advisory work, he is involved in the distribution of health-related products through a non-investment business in which his spouse primarily manages operations. TFP Management, LLC provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs an asset allocation framework incorporating fundamental and technical analysis and offers retirement plan consulting while managing approximately $217.7 million in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance
user avatar

Thomas S

Series 65

Bettendorf, IA

TFP Management, LLC

Thomas Stahle is a financial advisor at TFP Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at TFP Management since 2016, with concurrent experience at AlphaStar Capital Management, LLC. Prior to his advisory roles, he was employed at HyVee for two years. TFP Management, LLC provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as business entities. The firm manages approximately $217.7 million in discretionary assets and employs proprietary model portfolios and customized allocations within an asset allocation framework that incorporates fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance
user avatar

David E

CFP®, Series 63

Bettendorf, IA

TFP Management, LLC

David Elizondo is a CFP® with 25 years of industry experience and is currently with TFP Management, LLC. He has worked at AlphaStar Capital Management, LLC and has been a partner at Metro Valley Partners, LLC since 2000. Outside of his advisory role, he is involved as a partner in Metro Valley Partners, which owns a commercial investment property. TFP Management, LLC provides discretionary investment management and financial planning services to individuals and business entities, managing approximately $217.7 million in discretionary assets. The firm employs proprietary model portfolios and customized allocations, incorporating fundamental and technical analysis, and offers retirement plan consulting while sometimes utilizing sub-advisers for portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance
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