TGS Financial Advisors fees and pricing
Financial planner in Radnor, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 1, 2026, TGS Financial Advisors charges a flat or project fee of $3,500 and a quarterly fee of $1,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500
“The current one-time fee for the initial planning phase (TriageMD Foundations Plan Agreement) is $3,500.”
- Quarterly fee
- $1,750/qtr
“The current annual MPP fee will be $7,000, charged $1,750 per quarter .”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How TGS Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
How TGS Financial Advisors’ fees compare
- Its flat or project fee of $3,500 is below the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Radnor that publish a flat or project fee charge less.
About TGS Financial Advisors
“Generally, upon commencement of a relationship, and prior to providing investment advisory services, the Registrant will meet with the client to determine the client’s investment objectives, financial planning issues, and other pertinent information.”
- Firm size: 13 employees.
- Registered as an adviser: 1991 (35 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 259
- Employees
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $425,986,789
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107289
- Phone
- (610) 892-9900
Can advise clients in 12 states: California, Delaware, Florida, Georgia, Louisiana, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas
Other planners in Radnor that publish fees
- Alegre Wealth Management, LLCRadnor$5,000-$7,500
- Clearview Financial PartnersRadnor$300/hr
- Godshalk Welsh Capital Management, Inc.Radnor$200/hr, $1,000-$5,000
- Traverse Private WealthRadnor$250/hr
- Truewealth SolutionsRadnor$1,500-$7,000, $500-$800/qtr
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.