Tudor Financial, Inc. logo

Tudor Financial, Inc.

Updated today

Client AUM

$254,611,057

Clients

431

Advisors

7

of 7 employees

About

Tudor Financial provides investment management, financial planning and retirement-plan services to individuals (including high-net-worth clients), trusts and small- to mid-sized retirement and pension plans. The firm manages about $256.3 million in discretionary assets through a three-advisor team and offers portfolio solutions that range from conservative income to aggressive growth.

The firm’s process is research-driven and begins with a multi-page client assessment to match return and risk profiles to strategy choices; implementation uses no-load mutual funds, screened ETFs and, for larger accounts, individual securities. Tudor operates several systematic strategies — including a Legacy Growth individual-stock approach that narrows the NYSE universe to a small, high-quality cohort — and applies layered risk management (volatility monitoring and phased reallocation) alongside ETF and mutual-fund ranking systems tied to liquidity, risk and performance.

What distinguishes Tudor from many peers is its mix of institutional work and investor education: the firm manages pooled pension accounts and runs a RetirementTrack 401(k) service while also producing periodic newsletters and offering educational seminars to clients and the public at no cost. The firm’s credentialed advisory staff (CPAs, CFPs, CLUs, EAs), proprietary liquidity-focused ETF screening and structured seminar/newsletter program are operational features that may appeal to clients seeking both plan-level services and individualized investment advice.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Comprehensive financial plans starting at $495; other fixed fees from $495 to $895

Percentage

$0 - $500,000: 1.25% of balance annually $500,001 - $3,000,000: 1.00% of entire balance annually Greater than $3,000,000+: .75% of entire balance annually $500,000 - $5,000,000: .75% of entire balance annually (Legacy Individual Stock Strategy) Greater than $5,000,000+: .60% of entire balance annually (Legacy Individual Stock Strategy)

Commissions

Representatives may sell securities/insurance products for commissions in their separate registered representative or insurance agent capacities

Project-based

Financial Planning Services billed on hourly basis with rates varying by complexity and advisor experience

Subscriptions

Financial advisory/planning services can be charged as monthly fees ranging from $150 to $400 per month

Other

Account minimum: $10,000 Minimum fee: RetirementTrack 401(k) Management Services minimum $300/year custodial fee Fee-only: Financial Planning Services hourly rates vary; comprehensive financial plan fees from $495 to $895; ongoing advisory/planning fees $150-$400 per month

Main office

8111 Timberlodge Trail

Dayton OH 45458-2103

Advisors at this office

7

Most active in

Florida · Ohio · Rhode Island

Also doing business as

Tudor Consulting, Inc. · Tudor Financial, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Melvin B

Series 63

Dayton, OH

Tudor Financial, Inc.

Melvin Brazie is a financial advisor at Tudor Financial, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at Westminster Financial Securities, Inc. since 2016. In addition to his advisory role, he owns B & B Tax and Bookkeeping Service, Inc., providing bookkeeping and income tax services. Tudor Financial serves individuals, families, trusts, and employer-sponsored retirement plans with a research-driven, model-based investment approach that includes a range of mutual funds, ETFs, and individual-stock strategies. The firm also manages pooled pension accounts and offers a specialized 401(k) management service, emphasizing risk management and public educational outreach.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
user avatar

Jessica D

CFP®, Series 66

Dayton, OH

Tudor Financial, Inc.

Jessica Davis is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Tudor Financial, Inc. since 2018 and has prior experience at Westminster Financial Advisory and Westminster Financial Securities. Tudor Financial, Inc. provides investment management, financial planning, and retirement-plan services to individuals, trusts, and pension plans, managing approximately $256.3 million in discretionary assets. The firm employs a research-driven process with a focus on matching client return and risk profiles to tailored strategies, offering solutions that range from conservative income to aggressive growth.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
user avatar

Adam D

Series 65

Dayton, OH

Tudor Financial, Inc.

Adam Donaldson is a financial advisor with Tudor Financial, Inc. in Dayton, OH. He holds a Series 65 designation and has been with Tudor Financial since 2020. Outside of his advisory role, he has experience working in a high school setting. Tudor Financial provides investment management and financial planning services to individuals, families, trusts, and employer-sponsored retirement plans. The firm employs a research-driven, model-based approach and offers services ranging from no-load mutual funds and ETFs to specialized individual-stock strategies.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
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Grant D

Series 63, Series 65

Dayton, OH

Tudor Financial, Inc.

Grant Donaldson is a financial advisor at Tudor Financial, Inc. in Dayton, OH, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Tudor Financial since 1992 and was previously associated with Westminster Financial Securities, Inc. since 1989. Tudor Financial provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized retirement and pension plans. The firm employs a research-driven process, offering portfolio solutions that range from conservative income to aggressive growth, and integrates institutional-level pension management with investor education through seminars and newsletters.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
user avatar

Drew B

ChFC®, Series 63, Series 65

Dayton, OH

Tudor Financial, Inc.

Drew Brazie is a financial advisor with Tudor Financial, Inc. in Dayton, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including four decades at Westminster Financial Securities, Inc. Drew works as part of a seven-advisor team at Tudor Financial. Tudor Financial provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized retirement and pension plans. The firm manages approximately $256.3 million in discretionary assets, employing a research-driven process that combines institutional investment solutions with investor education through newsletters and seminars.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
user avatar

Paul B

CFP®, Series 66

Dayton, OH

Tudor Financial, Inc.

Paul Brazie is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Tudor Financial, Inc. in Dayton, OH. He has worked at several firms including Westminster Financial Securities, Inc. and Key Investment Services. Tudor Financial, Inc. provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized retirement and pension plans. The firm manages approximately $256 million in discretionary assets and offers a research-driven approach with a range of portfolio solutions from conservative income to aggressive growth.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
user avatar

Christine T

CFP®, ChFC®, Series 63, Series 65

Dayton, OH

Tudor Financial, Inc.

Christine Tenbarge is a financial advisor with Tudor Financial, Inc. She holds the CFP® and ChFC® designations and has 42 years of industry experience. Since 1987, she has been associated with Westminster Financial Securities, Inc. in various advisory roles. Tudor Financial provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized pension plans. The firm manages approximately $256.3 million in discretionary assets and offers research-driven portfolio solutions that range from conservative income to aggressive growth.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning Founder/Business Owner Retired
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