TP Investment Advisory Services, LLC
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About
TP Investment Advisory Services, LLC provides comprehensive portfolio management, financial planning and consulting, and retirement plan/pension consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm’s brochure also notes it may distribute monthly e-newsletters to advisory clients and, as of December 31, 2025, reported $0 in discretionary and $0 in non-discretionary assets and no client accounts on record.
The firm conducts at least one in-person or telephone meeting to assess a client’s financial situation and tolerance for risk, then proposes portfolios that may include ETFs, mutual funds, individual stocks and bonds, and periodic rebalancing; accounts under its Comprehensive Portfolio Management service are reviewed at least quarterly. While Comprehensive Portfolio Management is provided under a signed discretionary investment advisory agreement, the firm performs many financial planning and retirement plan consulting engagements in a consultative, non-discretionary capacity.
Several features distinguish the firm from many solo independent advisers: a firm representative is dually registered with another registered investment adviser and the brochure states those services remain separate under a different agreement, the firm explicitly offers pension consulting and services to plan sponsors and institutional-type clients, and it requires clients to maintain accounts at its recommended custodian (Schwab), through which it receives certain custodial and support services. These combinations of an adviser affiliation, periodic client newsletters, and a focus on plan sponsor and institutional consulting are less common among similarly sized independent advisory firms.
Client services
Expertise
Fee options
Flat fees generally range from $500 to $10,000 for financial planning and consulting; $750 to $10,000 annually for retirement plan consulting
Hourly fees of $250 for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum fee of $500 for written financial plans
Main office
Wayne PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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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