A complete list of active advisors currently associated with Teplitz Financial Group LLC

Warmer can help you find a great advisor at Teplitz Financial Group LLC or one who fits your needs even better.

Teplitz Financial Group provides investment advisory services to individuals (including both high-net-worth and non‑HNW clients), as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services include discretionary and non‑discretionary portfolio management and, when requested, standalone financial planning and consulting, and the firm facilitates introductions to insurance products through a related insurance agent (a relationship it discloses as a potential conflict). The firm’s investment philosophy is grounded in modern portfolio theory, emphasizing asset allocation and diversified portfolios implemented mainly with mutual funds, ETFs, individual securities and fixed income, and a buy‑and‑hold orientation with multi‑year time horizons. TFG routinely uses sub‑advisory arrangements and platform custodians (including SEI, Schwab and AssetMark) to implement and monitor client accounts and may recommend independent managers for portions of client assets. Noteworthy for a firm of its type, TFG operates a wrap‑fee program that bundles advisory, custody and trade execution services and discloses paying SEI a flat 15 basis‑point fee in lieu of transaction‑based commissions, an arrangement that is uncommon among peers. The brochure also discloses a recent transition to SEC registration and the termination of a broker‑dealer affiliation, and notes that the firm may receive compensation from AssetMark and commissions from insurance products when applicable.

To learn more about the advisors currently working at Teplitz Financial Group LLC, 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.