Tfo Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$450/hr

“Hourly fees will typically range from $150 - $450 per hour, depending on the nature and complexity of each Client's circumstances, as well as the individual conducting the work. 12 The different types of fee arrangements may also be combined as appropriate for the different types of services requested by the Client.”

Flat or project fee

$5,000⁠-⁠$25,000

“Fixed fees will typically range from $5,000 - $25,000 or more, depending on the nature and complexity of each Client's circumstances.”

Quarterly fee

$500/qtr

“Ongoing quarterly fees will vary, starting at $500 for Standard Tier, $1,000 for Premium Tier, and $1,500 for Premium+ Tier.”

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

How Tfo Wealth Partners bills

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

• “For Investment Management and Family Office services, Clients will typically be billed in advance at the beginning of each calendar quarter based upon the value of the Client's account including cash and cash equivalents at the end of the previous quarter.”
• “New 10 accounts are charged a prorated fee for the remainder of the quarter in which the account is opened and funded).”
• “Retirement plan services are typically billed in arrears at the end of the calendar quarter.”

How Tfo Wealth Partners’ fees compare

• Its hourly rate of $150-$450 spans the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Maumee that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$25,000 is above the Ohio median of $3,250. 95% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Maumee that publish a flat or project fee charge less.

About Tfo Wealth Partners

• Firm size: 67 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2003 (23 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

1.5% a year

Clients

1,815

Employees

67

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$5,660,890,692

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124407

Website

x.com/tfowealth (opens in new tab)

Phone

(419) 891-9999

Can advise clients in 29 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington

Other planners in Maumee that publish fees

• Atlantis Wealth Advisors LLCMaumee$125⁠-⁠$350/hr, Up to $15,000
• Munn Wealth Management, LLCMaumee$250⁠-⁠$5,000
• Patriot Wealth Planners LLCMaumee$300/hr, $1,000⁠-⁠$5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Maumee