TMG Wealth Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,275,000
Clients
35
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$836,429
About
TMG Wealth Advisors serves individual clients—principally retirees and those planning for retirement—and some small‑business owners, providing comprehensive financial planning and discretionary portfolio management. The firm delivers planning and investment implementation through advisory‑managed and third‑party managed accounts made available via Osaic Wealth, Inc., and manages client accounts on a discretionary basis.
The firm follows a Values‑Based Financial Planning™ process and uses tools such as Nitrogen to establish a client “Risk Number,” then constructs portfolios largely invested in mutual funds, ETFs, stocks, bonds and cash to match client goals and risk tolerance. Investment analysis draws on charting, fundamental, technical and cyclical methods, and the practice emphasizes medium‑ to long‑term portfolio management rather than frequent trading.
Noteworthy aspects include operating as an RIA while the firm’s owner is a registered representative of a broker‑dealer and maintaining a licensed life and health insurance agency that may place commission‑based insurance and annuity products—an arrangement that combines fee‑based advisory services with occasional commission transactions. The practice is a single‑advisor, small firm managing roughly $29 million for about 35 clients with no account minimum, and it offers an uncommon optional service that bundles initial legal work with estate planning through an outside law firm (the adviser acts as pay agent for that service).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Occupation focus
Retired
Fee options
Initial Financial Implementation Plan fee: $3,000 without legal; $4,000 or $5,500 with legal (based on net worth)
$0 - $250,000: $2,500 annual fee (Without Legal) / $2,850 annual fee (With Legal) $250,000 - $500,000: 1.60% annually (Without Legal) / 1.75% annually (With Legal) $500,000 - $1,000,000: 1.33% annually (Without Legal) / 1.43% annually (With Legal) $1,000,000 - $5,000,000: 1.10% annually (Without Legal) / 1.15% annually (With Legal) $5,000,000 - $25,000,000: 0.90% annually (Without Legal) / 0.93% annually (With Legal) $25,000,000+: 0.65% annually (Both Without and With Legal)
Commissions may be charged on some insurance products and certain investments; disclosed prior to transaction
Hourly consulting rate of $150/hour
Minimum fee: Initial Financial Implementation Plan fee without legal: $3,000 one-time; With legal: $4,000 (net worth < $1M) or $5,500 (net worth > $1M) one-time Fee-only: Financial advice may be provided at $150/hour
Main office location
TMG Wealth Advisors, Inc.
14631 Sw Millikan Way, Suite 68
Beaverton OR 97003-2999, United States
Number of offices
1
Most active in
TMG Wealth Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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