TGF Assets fees and pricing

Financial planner in Lumberton, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 1, 2026, TGF Assets charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “Hourly fees range from $150 to $300 depending on the skill sets required, and are negotiable.”

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

“Clients may also elect to be billed directly for fees or to authorize TGF Assets directly debit fees from client accounts.”
“Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar month.”
“Since management fees are calculated in arrears there will not be any unearned fees and therefore there will not be any refunds.”

Its hourly rate of $150-$300 is below the New Jersey median of $300. 18% of the 174 other New Jersey planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 11
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332490
Phone: (609) 760-9943

Is something on this page wrong or out of date?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.