TMG Wealth Advisors, Inc. logo

TMG Wealth Advisors, Inc.

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

Clients per advisor

35

Typical

Average 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

Fixed

Initial Financial Implementation Plan fee: $3,000 without legal; $4,000 or $5,500 with legal (based on net worth)

Percentage

$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

Commissions may be charged on some insurance products and certain investments; disclosed prior to transaction

Project-based

Hourly consulting rate of $150/hour

Other

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

Oregon

Disclosures

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

Business activities & affiliations

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