T
Targeted Equity Consulting Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Average account size
—
About
Targeted Equity Consulting Group provides portfolio management and pension consulting services to pension and profit‑sharing plans, high‑net‑worth individuals, and business entities. The firm focuses its advice primarily on equities and non‑U.S. securities and creates written investment policy statements to tailor portfolios to each client’s goals and risk tolerance.
TECG conducts ongoing monitoring and portfolio reviews and uses a mix of fundamental, quantitative, technical, charting, and cyclical analysis while employing long‑ and short‑term strategies, including options trading. The firm offers multiple billing arrangements and may enter performance‑based fee arrangements for qualified clients, using a high‑water‑mark approach to measure capital appreciation.
Notably for a solo independent adviser, TECG explicitly provides pension consulting to retirement plans, including recommending and monitoring money managers and other plan service providers. The brochure also discloses that the firm was recently registered, reported no assets under management at the time of filing, and provides administrative services (such as AI technology and research), which it identifies as potential conflicts of interest.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
$10,000 to $25,000 for pension consulting plans
$0+: 0.10% to 1.00% annually for equities $0+: 0.10% to 0.50% annually for fixed income
$500 per hour
15% of capital appreciation with a high water mark; annual fee up to 1.00% of AUM; TECG receives 25%-50% of performance fee
Main office location
Targeted Equity Consulting Group
Scituate MA, United States
Number of offices
1
Most active in
Targeted Equity Consulting Group has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")