TTG Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
TTG Financial Services provides financial planning and consulting services and delivers advisory recommendations through representatives who are associated with Raymond James Financial Services, Inc., a FINRA/SIPC-member broker-dealer. The firm’s brochure discloses that these representatives may recommend securities offered by Raymond James and receive commissions if clients purchase those products.
The firm typically structures planning engagements on an hourly or flat project-fee basis and maintains a written Code of Ethics that describes its fiduciary duties and trading restrictions. Its materials also explain the potential conflict of interest when representatives choose between providing advisory services and recommending commissionable products.
Noteworthy for its regulatory category, the firm’s representatives are registered with and affiliated with a broker-dealer and the firm uses hourly/project fees rather than a percentage-of-assets model. The brochure further discloses that the principal spends time on insurance and retirement-plan work, owns a separate tax-preparation and planning business, has a minority interest in a real-estate holding company, and had a regulatory disclosure more than 17 years ago attributed to a clerical error at a former broker-dealer.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Real estate investing
Fee options
Flat fee per project (amount not specified)
$185 per hour
Main office location
TTG Financial Services, Inc.
3012 4 Th Ave N, Suite A
Billings MT 59101, United States
Number of offices
1
Most active in
TTG Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Montana
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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
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