Tilson Financial Group Inc

Tilson Financial Group provides investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), charitable organizations, pension and profit‑sharing plans, trusts, and business entities. The firm offers both discretionary and non‑discretionary portfolio management and commonly charges fees based on a percentage of assets under management.

The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi‑asset class portfolios implemented primarily through mutual funds, ETFs, and, where appropriate, independent managers or SEI‑offered programs. TFG tailors recommendations to client objectives, offers periodic rebalancing through its custodian programs, and supplements investment management with fixed‑fee financial planning and consulting services.

Noteworthy aspects of the firm include its practice of bundling its advisory fee with fees of separately managed account managers for some clients (the brochure states TFG does not participate in a custodian‑sponsored wrap fee program but may combine fees with SMA managers). The firm also discloses use of third‑party AI tools for marketing and client meeting transcription (with client consent) while stating it does not use AI for investment decision‑making, and it relies on custodial platforms (Schwab, SEI, AXOS) to access specialized managers and reporting.