T.T.G. Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,235,300
Clients
166
Advisors
3
of 6 employees
About
T.T.G. Financial serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm also provides 401(k) asset management with TPA services and offers limited‑scope hourly planning engagements.
The firm manages client assets on a discretionary basis and assigns portfolios to one of seven risk groups using an Investment Policy Statement and a client risk profile questionnaire to tailor allocations. Portfolio construction combines fundamental and technical security analysis, regular rebalancing and block trades, and uses order‑aggregation tools (Schwab and iRebal); the firm’s stated approach does not rely on ESG criteria for investment decisions.
T.T.G. operates as a fee‑only, independent registered investment adviser that does not accept commissions or sell financial products, and it maintains policies to limit custody to fee‑debiting and comply with SEC custodial exceptions. Notable operational features include in‑house pension/401(k) administration and special‑needs planning credentials on the team, documented solicitor and paid referral arrangements, and management of roughly $194 million in discretionary assets by a compact advisor staff.
Client services
Expertise
Fee options
Fixed fees for financial and business plans priced according to complexity; details vary by client
Hourly planning services at $200 per hour
Account minimum: $500,000 Minimum fee: No minimum fee; fee can be as low as 0% and up to 2% annually Fee-only: Firm is strictly fee-only, no commissions accepted
Main office
4790 Douglas Cir NW, Suite 102
Canton OH 44718
Advisors at this office
3
Most active in
Florida · Ohio · Texas
Also doing business as
T.T.G. Financial, Inc. · Western Reserve Wealth Management
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.
Advisors at this firm
James K
Series 66
Canton, OH
T.T.G. Financial, Inc.
James Kotagides is a financial advisor at T.T.G. Financial, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at T.T.G. Financial since 2006. Prior to that, he was affiliated with Guardian Life Insurance Company beginning in 2003. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using a tailored risk-based approach, combining fundamental and technical analysis, and operates as a fee-only, independent registered investment adviser.
Morgan H
Series 65
Canton, OH
T.T.G. Financial, Inc.
Morgan Hood is a financial advisor at T.T.G. Financial, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Maize Valley Winery and as a self-employed babysitter. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using tailored portfolios across seven risk groups and emphasizes fundamental and technical security analysis without relying on ESG criteria.
James E
CFP®, Series 63, Series 65
Canton, OH
T.T.G. Financial, Inc.
James Evans is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving at T.T.G. Financial, Inc. in Canton, OH, where he has worked since 2006. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. T.T.G. Financial, Inc. provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets on a discretionary basis across multiple risk groups and employs a combination of fundamental and technical analysis, regular rebalancing, and order-aggregation tools without relying on ESG criteria.
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