T Green Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
T Green Wealth Advisors LLC is an independent registered investment adviser that provides portfolio management and financial planning to individual clients, managing about $2.8 million in discretionary assets across 34 client relationships. The firm advises on mutual funds, equities, ETFs (including precious‑metal sector ETFs), fixed‑income securities, annuities, and insurance products, and it assists clients with retirement accounts and rollover considerations.
The firm documents client objectives in an Investment Policy Statement and applies Modern Portfolio Theory while employing both long‑term and short‑term trading strategies, and it may request discretionary authority to implement portfolio changes. Accounts are reviewed at least quarterly with quarterly custodian reports provided, and financial plans are prepared and delivered to clients (typically within six months of engagement) along with education and guidance for retirement plan participants.
Notably, the firm offers ERISA retirement plan consulting and may act as either a non‑discretionary §3(21) adviser or a discretionary §3(38) investment manager, including services such as investment lineup development and QDIA selection, and it conducts educational seminars/workshops for clients and plan participants—services that are uncommon among independent peers. The brochure also discloses that the principal is a licensed insurance agent who may offer commissionable insurance and annuity products, and it identifies operational features that can affect trade execution and costs such as a requirement to use Charles Schwab Advisor Services and a policy not to aggregate trades across client accounts.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
Fee-only: Negotiated fixed financial planning fee up to $2,500
Main office
Grove City OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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