T
TGS Forward LLC
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.
Clients per advisor
0
Very LowAverage account size
—
About
TGS Forward LLC provides financial planning, financial education, and non-discretionary investment consulting to individuals and families. Services are informational in nature and include reviews of existing accounts, explanations of asset classes, and guidance on budgeting, retirement and college‑savings concepts, with clients responsible for implementing any recommendations.
The firm does not offer portfolio management for individual client accounts and does not accept discretionary authority or custody of assets; it provides project‑based or limited‑scope engagements rather than ongoing portfolio oversight. Unlike many peers that charge a percentage of assets under management, the firm uses time‑and‑engagement based billing and concludes an engagement once the agreed services are delivered.
Notably, this is the firm’s initial Form ADV filing and it began offering advisory services in 2026 after formerly operating for the owner’s real estate activities; at the time of filing it reported no client assets under management. The principal completed the Series 65 in 2025 and holds graduate and undergraduate business degrees, and the firm does not participate in wrap programs, accept proxy‑voting authority, or receive referral compensation.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$90 per hour
Fee-only: $90 per hour
Main office location
TGS Forward LLC
Centennial CO, United States
Number of offices
1
Most active in
TGS Forward LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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.
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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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
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