Timpanogos Financial Advisors, Inc.

Timpanogos Financial Advisors serves individual and high‑net‑worth clients with discretionary asset management, financial planning, and retirement‑plan advisory services, including limited‑scope ERISA 3(21) plan work. The firm is small in scale—two advisors managing roughly $99.2 million across about 209 client relationships.

TFA implements client‑specific asset allocation and portfolio management using discretionary authority and may engage sub‑advisors and third‑party platforms (including Orion Portfolio Solutions and model marketplace arrangements) to execute strategies that use mutual funds, ETFs and individual securities; the firm also offers socially conscious/ESG options and permits client‑imposed investment restrictions. Its financial planning and consulting services cover topics such as retirement and estate planning, business and real estate planning, employee benefits optimization, and participant education for plan sponsors.

Distinctive features called out in the brochure include the firm’s public seminars and workshops for investor education—an offering that is uncommon among peers—and an affiliated insurance business whose licensed agents receive commissions, a conflict the firm discloses and says it mitigates through procedures and client disclosures. The brochure also emphasizes leadership professional credentials (CFP®, CDFA®, CEPA®), a no‑minimum account policy, and documented due diligence and oversight processes for any sub‑advisor relationships.