TFC Financial Management, Inc.

RIASEC Registered

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$1.1M

Accounts

1,619

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 105062
Registered since: October 12, 1982
Website: www.tfcfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.7%
Individuals2.79%
Corporations / Businesses0.51%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

TFC Financial Management, Inc. is an independent registered investment adviser that has been SEC-registered since 1982. The firm focuses on serving individual and family clients through a mix of fee models — percentage of assets under management, hourly charges, and fixed fees — and describes itself as a capital allocator that also selects third-party advisers on clients’ behalf. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. TFC does not position itself as an ESG investor and is not identified as a multi-state or pension consultant practice. The firm has accumulated several industry recognitions in recent years, including placements on FA Magazine’s Top RIA Firms list (2020), investor.com’s RIA Firms to Watch (2020), multiple CNBC Top 100 Financial Advisory Firms lists (2021, 2022, 2025), and Forbes listings in 2023 and 2024.