TFS Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$161,237,949
Total clients
151
43% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
76
Average account size
$1,067,801
About
TFS Advisors, LLC serves individuals, high-net-worth clients, charitable organizations and businesses, offering investment management, financial planning, selection of third‑party advisers, and tax preparation services performed by personnel qualified as Enrolled Agents. The firm generally implements portfolios through diversified, risk‑based allocations to no‑load mutual funds and ETFs, individual stocks and bonds, U.S. government securities, money market funds, and REITs.
TFS uses fundamental analysis and a long‑term, risk‑based approach, monitors accounts on an ongoing basis with formal reviews typically on a quarterly cadence, and permits clients to impose reasonable investment restrictions. The firm historically operated on a non‑discretionary basis and recently began offering discretionary authority for some accounts, yet continues to manage a notable portion of client assets non‑discretionarily — a mix that is uncommon among supported peers.
A few features that differentiate the firm are its in‑house tax preparation offering through Enrolled Agents and its practice of recommending or retaining a named third‑party adviser (Focus Partners Advisor Solutions) and covering that adviser’s fees on clients’ behalf. The brochure also discloses that principals are licensed insurance agents who may earn commissions on insurance sales (clients are not required to purchase through them), and that the firm markets the Flourish Cash banking platform to clients.
Client services
Expertise
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
Main office location
TFS Advisors, LLC
100 2 Nd Ave S., Suite 300
Edmonds WA 98020, United States
Number of offices
2
Most active in
Arizona · California · Texas · Washington
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.
Quick links
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")