TBG Investing fees and pricing
Financial planner in Lake Oswego, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, TBG Investing charges a flat or project fee of $6,000 and a monthly fee of $300-$1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,000
“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge, no greater than $6,000.”
- Monthly fee
- $300-$1,200/mo
“At the start of the second month, the recurring fixed fee begins and is paid monthly, in advance, at the rate of $300 to $1,200 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How TBG Investing bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
How TBG Investing’s fees compare
- Its flat or project fee of $6,000 is above the Oregon median of $4,000. 71% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 9 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.
About TBG Investing
- Principal: Baron Garcia
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $3,442,024
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333130
- Phone
- (773) 245-0418
Other planners in Lake Oswego that publish fees
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
- Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
- Foster & Wood, Inc.Lake Oswego$4,000-$100,000
- Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.