TONJES FINANCIAL GROUP

Overview

Tonjes Financial Group is organized as a limited liability company that provides advisory services to individuals and small businesses. Its stated advisory activities include comprehensive financial planning, discretionary portfolio management, selection of third‑party advisers, and educational seminars or workshops. The firm charges fees on a percentage‑of‑AUM basis and also uses hourly and fixed‑fee arrangements. The firm identifies itself as a capital allocator and maintains an affiliation with accounting professionals. It does not list ESG investing as an active area, and its regulatory/operational profile indicates it is not structured as a multi‑state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives