A complete list of active advisors currently associated with TFR Capital

Warmer can help you find a great advisor at TFR Capital or one who fits your needs even better.

TFR Capital is a registered investment adviser that serves individuals (including high‑net‑worth clients) and entities such as family offices, trusts, estates, private foundations and qualified retirement plans, offering personalized financial planning, discretionary investment management and retirement-plan advisory services. The firm reports managing roughly $403 million for about 260 clients and operates with a small team across two offices. The firm’s investment process begins with an in-depth assessment of liquidity needs and client circumstances to set reserve levels and asset allocation, and it employs a mix of fundamental, quantitative and technical analysis to implement primarily long‑term strategies while allowing shorter‑term trading when appropriate. TFR generally favors investments with low or no embedded manager fees (for example ETFs), and may utilize structured notes, REITs, alternative investments and unaffiliated external managers for specific portfolio needs. TFR’s ADV discloses recent material changes—removal of language regarding a DOL rollover rationale and an adjustment to fee language to permit a fixed‑fee option—reflecting updates to its disclosures and fee arrangements. The brochure also discloses that certain advisory personnel are licensed insurance professionals who may earn commission compensation for insurance products (a disclosed conflict of interest), and that the firm participates in custodial platforms (Schwab and Fidelity) that provide technology, research and limited onboarding/termination‑fee reimbursements.

To learn more about the advisors currently working at TFR Capital, 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.

You can also browse TFR Capital's office locations.