Tfo Family Office Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$1,200/hr

“Hourly fees will typically range from $150 - $1,200 per hour, depending on the nature and complexity of each client's circumstances, as well as the individual conducting the work.”

Flat or project fee

$5,000⁠-⁠$300,000

“Fixed fees will typically range from $5,000 - $300,000, depending on the nature and complexity of each client's circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tfo Family Office Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In limited circumstances where asset values are provided by third parties on a lagged basis, advisory fees are based on the value of assets as of the most recent quarterly valuation, which is typically six months in arrears.”
• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first deposit).”
• “Certain legacy clients may be billed under an older fee schedule or billing methodology as specified in those client agreements.”

How Tfo Family Office Partners’ fees compare

• Its hourly rate of $150-$1,200 spans the Arizona median of $275. 99% of the 195 other Arizona planners that publish an hourly rate charge less.
• 42 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$300,000 is above the Arizona median of $3,100. 100% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 30 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Tfo Family Office Partners

• Firm size: 88 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

245

Employees

88

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$5,037,052,171

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159440

Website

tfopartners.com (opens in new tab)

Phone

(602) 466-2611

Can advise clients in 33 states: Alabama, Arizona, California, Colorado, Delaware, Florida, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, North Dakota, Nebraska, New Hampshire, Nevada, New York, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, Washington, Wisconsin

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• Bledsoe Asset Management, LLCPhoenix$250/hr

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