TFC Financial Management
TL;DR
Fee-only investment adviser serving high-net-worth individuals and nonprofits, describing itself as majority women and employee owned and giving advice since 1980.
$1.8 billion
Regulatory AUM
As of ADV filing 2026-03-04
1,619
Accounts / Clients
415 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
22
Team Size
employees, 12 advisory
44 yrs
Years Registered
First registered 1982
About TFC Financial Management
Fee-only investment adviser serving high-net-worth individuals and nonprofits, describing itself as majority women and employee owned and giving advice since 1980.
Office: 260 Franklin Street, Suite 1888, Boston, MA 02110.
Best for: Families around $2M wanting a fee-only CFP team with no required minimum
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD105062
RegistrationSEC-registered
First registration1982
Regulatory AUM$1.8 billion
ADV filing date2026-03-04
Accounts1,619
Clients415 individual and high-net-worth clients
Employees22
Advisory employees12
Fee modelFee-only per its own site and ADV 2A; 0.50% to 1.00% of assets
MinimumNo required minimum; $2,000,000 account size recommended (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA, ChFC and CDFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 105062, as of ADV filing 2026-03-04, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 1 of 10
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