A complete list of active advisors currently associated with Tonjes Financial Group
Warmer can help you find a great advisor at Tonjes Financial Group or one who fits your needs even better.
Tonjes Financial Group is a fee-only, fiduciary advisory firm that provides comprehensive financial planning and investment management to individuals, families and business owners, and it offers both ongoing asset‑based management and subscription, hourly, or project‑based planning engagements. The firm typically discloses a $500,000 minimum for ongoing investment management while making subscription planning available with a structured onboarding phase and monthly planning touchpoints for clients who do not use its investment management services. The firm’s investment approach combines modern portfolio theory, diversified model portfolios and time‑horizon “bucket” strategies with tax‑sensitive asset location and periodic rebalancing, and it manages accounts on either a discretionary or non‑discretionary basis per the client agreement. For implementation and scale, Tonjes Financial Group relies on a third‑party platform (Advyzon Investment Management, LLC) and participates in AIM’s Nucleus model marketplace, giving it access to third‑party strategists, tax overlay services and a personalized index engine that can be used in client accounts. What distinguishes the firm relative to many peers is its formal affiliation with an independent tax and accounting practice (H&K Financial, offered through TRBR, LLC), which it discloses and says it will coordinate with under separate engagement terms, and its routine use of outsourced sub‑advisory capabilities and model marketplace access despite a small advisory team and modest reported AUM. The brochure also highlights a defined subscription planning product with an initial roughly 90‑day onboarding period and ongoing monthly touchpoints, reflecting a mix of traditional portfolio management and ongoing, retainer-style planning that is less common among comparable firms.
To learn more about the advisors currently working at Tonjes Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Findlay, OH
| 1
| |
Findlay, OH
| 1
|
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