Tfb Advisors, LLC

TFB Advisors, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established by David Wentz, Bill Stapp, Paul Selzer, Tim Gaiglas, Dan Dolan, and Adam Bettis, the firm managed $859,559,702 in assets under management as of December 31, 2024, all on a discretionary basis. Services include financial planning, investment consulting, and retirement planning. Clients have discretion over decisions and are not obligated to act on recommendations. The firm charges fixed fees for financial planning and consulting services, ranging from $500 to $5,000, and investment management fees between 0.25% to 1.5% based on assets under management. TFB Advisors recommends the use of Charles Schwab & Co., Inc. for custody, brokerage, and clearing services. The firm has a Code of Ethics to prevent unlawful practices and receives support from custodians without cost. TFB Advisors may pay referral fees to solicitors and receives economic benefits from custodians. The firm has discretion over client accounts and is authorized to vote client securities. TFB Advisors does not have any material changes since the last annual update and does not require prepayment of fees or have financial conditions that may impair client commitments.