TPG Financial Advisors, LLC

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Client assets under management

$902,680,101

Clients

545

32% high-net worth

Advisors

of 21 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$1,656,294

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Main office location

TPG Financial Advisors, LLC

11850 Sw 67 Th Avenue, Suite 100

Portland OR 97223, United States

Number of offices

Most active in

Arizona · California · Florida · Idaho · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 503-241-9550

Advisors at this firm

Viviana B

CFP®, Series 66

Portland, OR

TPG Financial Advisors, LLC

Robert N

Series 63, Series 65, Series 66

Portland, OR

TPG Financial Advisors, LLC

Geneva S

Series 63, Series 65

Portland, OR

TPG Financial Advisors, LLC

Yu W

Series 65

Portland, OR

TPG Financial Advisors, LLC

Stuart R

Series 65

Portland, OR

TPG Financial Advisors, LLC

Carrie M

Series 63, Series 66

Portland, OR

TPG Financial Advisors, LLC

Nicole B

Series 63, Series 65

Portland, OR

TPG Financial Advisors, LLC

Samuel D

CFP®, Series 66

Portland, OR

TPG Financial Advisors, LLC

Debra P

CFP®, Series 63

Portland, OR

TPG Financial Advisors, LLC

Emily R

Series 66

Portland, OR

TPG Financial Advisors, LLC

Garrett J

Series 65

Portland, OR

TPG Financial Advisors, LLC

John W

Series 63, Series 65

Portland, OR

TPG Financial Advisors, LLC

Sheryl O

ChFC®, Series 63, Series 65

Portland, OR

TPG Financial Advisors, LLC

Karl H

CFP®, Series 63, Series 65

Portland, OR

TPG Financial Advisors, LLC

Erica S

Series 65

Portland, OR

TPG Financial Advisors, LLC

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