TPG Financial Advisors, LLC

Overview

TPG Financial Advisors, LLC is an SEC registered investment adviser based in Portland, OR, registered since 2012. It reports $2.2B in assets under management across 1,635 accounts, with 21 employees. It has 18 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

64%

Accounts

1,635

Average account

$1.4M

Employees

21

Advisory reps

18

Registered since

2012

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• John Spring Woolley Managing Director of Wealth Management, President, Chief Compliance Officer CRD 2365733
• Carrie Thelise Maerz Chief Compliance Officer CRD 6025923
• Jacob Anders Shafer Chief Financial Officer CRD 4106268

Advisory reps 3 of 18

• Viviana Bigolin Insurance Agent · Investment Adviser Rep CRD 6115662
• Nicole M Bryson Investment Adviser Rep CRD 6928565
• Samuel Joseph Detke Insurance Agent · Investment Adviser Rep CRD 6605584

15 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11850 SW 67th Ave Ste 100
Portland, OR 97223

County

Washington

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: thepartnersgroup.com

Every state, with registration dates

Similar firms near Portland

• Government Portfolio Advisors LLCPortland, OR$35.1B AUM
• Stancorp Investment Advisers, Inc.Portland, OR$34.5B AUM
• Ferguson Wellman Capital Management, Inc.Portland, OR$10.7B AUM
• Campbell GlobalPortland, OR$7B AUM
• Becker Capital Management, Inc.Portland, OR$5.7B AUM