TCFG INVESTMENT ADVISORS, LLC
SEC RegisteredYour Partner In Building A Strong Financial Foundation
About the firm
The Certus Financial Group (TCFG) provides comprehensive investment solutions, resources, and a dedicated team to help clients and financial professionals pursue their financial goals. TCFG offers operational support, technology integration, strategic planning, compliance guidance, and professional development to help financial professionals build and maintain their practice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment solutions including brokerage, advisory, insurance, and referral opportunities; retirement planning, portfolio construction, and asset management; back office administrative support; compliance guidance; technology platforms (NetX360, Docupace, MoneyGuide, Envestnet); transition support; investment banking; and practice management workshops.
Who they serve
Financial professionals (advisors) and investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,261 | $408M |
| High Net Worth Individuals | 73 | $232M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
31 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $249,999 | 2.00% |
| $250,000 to $499,999 | 1.75% |
| $500,000 to $1,000,000 | 1.50% |
| $1,000,000 and up | 1.00% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TCFG INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched