A complete list of active advisors currently associated with TAVCO Financial Advisory, Inc

Warmer can help you find a great advisor at TAVCO Financial Advisory, Inc or one who fits your needs even better.

Tavco Financial Advisory, Inc. serves individual clients — including high‑net‑worth individuals — and provides advisory services to retirement plans; as of 12/31/2025 the firm reported $10,488,946 in assets under management, 53 clients, and four advisors. Its services focus on analysis, recommendation and ongoing monitoring of third‑party managed programs, access to platforms such as Orion Solutions and TAMP, portfolio management, and ERISA plan advisory support. The firm’s process emphasizes gathering detailed financial and suitability information to recommend third‑party money managers or mutual funds, with continued monitoring of manager performance and periodic client reviews. TFA relies on fundamental analysis and platform tools (including TAMP’s DBS Hedging Strategy when recommended) but generally operates on a non‑discretionary basis for client assets and provides non‑discretionary 3(21) plan services and participant education for retirement plans. Noteworthy differences from many peers are that all reported AUM is managed on a non‑discretionary basis — an uncommon model for team firms — and the firm is affiliated with a broker‑dealer and an insurance agency, with advisers who also act as registered representatives and insurance agents. Those affiliations and the firm’s solicitor and third‑party manager arrangements result in shared fee arrangements, custodian‑specific account recommendations (e.g., Schwab or Capital Group for American Funds F2 shares), and disclosed potential conflicts of interest tied to referrals and dual registrations.

To learn more about the advisors currently working at TAVCO Financial Advisory, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.