TTG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and consulting services and has offered these services since 2002. Engagements are billed on an hourly basis or as a flat fee per project rather than through asset-based fees.
TTG Financial does not provide portfolio management for individual clients and does not use percentage-of-assets-under-management fee arrangements; its advisory work is focused on planning and consulting. Advisory representatives are also registered representatives of Raymond James Financial Services, and the brochure discloses that they may recommend commissionable securities available through that broker-dealer.
The firm's affiliation with a broker-dealer and the registered-representative status of its advisers are uncommon among independent advisers and are explicitly disclosed as potential sources of conflict of interest. The firm’s principal holds CFP, CRPS, and EA credentials and spends a portion of time selling insurance and retirement plans to businesses, operating an affiliated tax and wealth advisory firm, and participating in a real estate holding company, reflecting multiple business activities beyond pure financial planning.
Client services
Expertise
Fee options
Flat fee per project (amount not specified)
$185 per hour
Main office
3012 4th Ave N, Suite A
Billings MT 59101
Advisors at this office
1
Most active in
Montana
Also doing business as
Grazley Tarra T · Tarra T. Grazley Pfister · Ttg Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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