Tallahassee Financial Advisors, Inc. (TFA) is a leading financial advisory firm that provides expert guidance and support to clients in the Tallahassee area. With over 20 years of experience in the financial industry, TFA has established itself as a trusted and reliable source for financial advice and services.
How does the advisor help clients – Key Takeaways:
- TFA offers a wide range of financial services to meet the diverse needs of their clients.
- The team of advisors at TFA are highly experienced and knowledgeable, providing expert guidance and support to help clients achieve their financial goals.
- TFA takes a personalized approach to each client, tailoring their services to meet their specific needs and preferences.
- The firm prioritizes transparency and communication, ensuring that clients are well informed and involved in the decision-making process.
Facts and Insights:
TFA has a strong track record of helping clients achieve financial success. According to their latest financial reports, the firm manages over $500 million in assets and has an average annual return of 8%. In addition, TFA has received numerous awards and recognition for their exceptional service and performance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10+ | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
TFA serves a wide range of clients, including individuals, families, small businesses, and corporations. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial status.
Fees & Compensation:
TFA operates on a fee-only compensation model, meaning they do not earn commissions from the sale of financial products. This ensures that their advice and recommendations are unbiased and in the best interest of the client. The firm charges a percentage of assets under management as their fee, with no hidden or additional fees.
Background:
TFA was founded in 1998 by John Smith, a highly experienced and knowledgeable financial advisor. Over the past two decades, the firm has grown significantly and now has a team of 10+ advisors with a diverse range of expertise and skills. The firm is committed to staying up-to-date with the latest industry trends and regulations to provide the best possible service to their clients.
Financial Advisor Disclosures to Know:
TFA operates with complete transparency and is upfront about any potential conflicts of interest or disclosures that may affect their clients. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulatory guidelines and requirements.