A complete list of active advisors currently associated with TP Investment Advisory Services, LLC

Warmer can help you find a great advisor at TP Investment Advisory Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at TP Investment Advisory Services, LLC, 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
Thomas Padilla	Wayne, PA	25

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