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Tammy Lynn Tonjes

Advisor at Tonjes Financial Group — Findlay, OH

Updated today

Credentials

PFS™

Experience

1 year

Location

Findlay, OH 45840

Tonjes Financial Group logo

Tonjes Financial Group

Supported

Total advisors

2

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Tammy Tonjes is a financial advisor with Tonjes Financial Group in Findlay, OH. She holds the PFS™ designation and has one year of experience in advisory services, alongside over a decade in tax preparation and accounting as a CPA and managing member of H&K Financial. In addition to her advisory role, she manages operations and client relationships at H&K Financial. Tonjes Financial Group is a fee-only, fiduciary firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. The firm uses diversified model portfolios and tax-sensitive strategies and is formally affiliated with an independent tax and accounting practice, coordinating services under separate engagement terms.

Client services

Based on Tonjes Financial Group

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Tonjes Financial Group

General retirement planning Retirement income strategy Tax-loss harvesting Cash flow / budgeting

Occupation focus

Based on Tonjes Financial Group

Founder/Business Owner Retired

Demographic focus

Based on Tonjes Financial Group

Dual Income Family Approaching retirement Young Families

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Fee options

Percentage

$0 - $1,000,000: 1.30% per year $1,000,001 - $2,000,000: 1.00% per year $2,000,001 - $5,000,000: 0.85% per year $5,000,001+: 0.70% per year

Project-based

$275 per hour for existing clients, $325 per hour for new or non-advisory clients

Subscriptions

Subscription-based financial planning fees generally range from $300 to $500 per month, billed monthly or quarterly depending on agreement.

Other

Account minimum: $500,000 Fee-only: Annual asset-based tiered fees as above; subscription-based financial planning fees from $300 to $500 per month; initial planning fees from $750 to $5,000; hourly rates $275 for existing clients, $325 for new/non-advisory clients.

Location

Findlay, OH

815 S Main St

Findlay OH 45840

Advisors at this office

2

Most active in

Ohio

Work history

1 year of industry experience

H&K Financial

2015 - Present • 11 years

Findlay, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James H

Series 65

Findlay, OH

Infresh, Inc.

James Harpst is a financial advisor at Infresh, Inc., holding a Series 65 designation with 15 years of industry experience. He has worked at InFresh Financial Network, LLC since 2011 and previously operated Harpst Insurance Services from 2010 to 2019. Infresh, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm employs a tactical asset-allocation strategy using mutual funds, ETFs, exchange-listed securities, and options, and offers pension consulting and implementation alongside discretionary portfolio management and an automated ETF-based investment program.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Brayden T

Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Bradley T

Series 65

Findlay, OH

Tonjes Financial Group

Bradley Tonjes is a financial advisor at Tonjes Financial Group with one year of industry experience. He holds a Series 65 designation and has worked at H&K Financial, Owens Corning, and Purdue University. Outside of his advisory role, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only fiduciary firm serving individuals, families, and business owners with comprehensive financial planning and investment management. The firm combines modern portfolio theory, diversified model portfolios, and tax-sensitive strategies, and maintains a formal affiliation with an independent tax and accounting practice.

General retirement planning Retirement income strategy Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired Dual Income Family Approaching retirement Young Families
user avatar

Ryan G

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Scott H

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Titus A

CFP®, Series 66

Findlay, OH

Asset One Wealth Management, LLC

Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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