TFO Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
TFO Wealth Partners reports 1,986 clients. They include 920 high-net-worth individuals, 895 individual clients, and 125 pension and profit-sharing plans. Of its assets, 99.2% ($5.62B across 5,285 accounts) are managed with discretion; $45.1M across 56 accounts are not. It advised 47 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 5% |
| High-net-worth individuals | 46% | 83% |
| Pension and profit-sharing plans | 6% | 8% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 895 | $270M | 4.8% | $301K |
| High-net-worth individuals | 920 | $4.68B | 82.7% | $5.09M |
| Pension and profit-sharing plans | 125 | $443M | 7.8% | $3.55M |
| Charitable organizations | 27 | $179M | 3.2% | $6.64M |
| Corporations and other businesses | 19 | $88.1M | 1.6% | $4.63M |
| Total | 1,986 | $5.66B | 100% | $2.85M |
- Clients
- 895
- Regulatory AUM
- $270M
- AUM share
- 4.8%
- Avg. per client
- $301K
- Clients
- 920
- Regulatory AUM
- $4.68B
- AUM share
- 82.7%
- Avg. per client
- $5.09M
- Clients
- 125
- Regulatory AUM
- $443M
- AUM share
- 7.8%
- Avg. per client
- $3.55M
- Clients
- 27
- Regulatory AUM
- $179M
- AUM share
- 3.2%
- Avg. per client
- $6.64M
- Clients
- 19
- Regulatory AUM
- $88.1M
- AUM share
- 1.6%
- Avg. per client
- $4.63M
Total
- Clients
- 1,986
- Regulatory AUM
- $5.66B
- AUM share
- 100%
- Avg. per client
- $2.85M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 47
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
TFO Wealth Partners charges up to 1.50% a year for its Investment Management, Family Office & Retirement Plan. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Hourly fees typically range from $150 to $450 per hour; fixed fees typically range from $5,000 to $25,000 or more.
- Family CFO Services
- Initial set-up fees start at $1,500 (Standard), $3,000 (Premium) and $4,500 (Premium+); ongoing quarterly fees start at $500, $1,000 and $1,500, payable in advance.
Tfo Partners, Inc. owns 75% or more of TFO Wealth Partners and is in turn owned by Game 6 Holdings, LLC (50–75%) and MSJMR 2008 Irrevocable Trust (25–50%). Christopher Erblich is CEO; the leadership team includes President Brady Fineske, Chief Investment Officer Matthew Sheridan and Chief Compliance Officer Zowe Clark. It has 67 employees, 55 of them in advisory roles.
Staff
- 67 employees
- 55 in advisory functions
- 36 state-registered reps
- 11 insurance agents
- 10 soliciting firms
- Owns 75% or more of Tfo Wealth Partners, LLC
Tfo Partners, Inc.
Control person · since January 2023
- Owns 50% to 75% of Tfo Partners, Inc.
Game 6 Holdings, LLC
Control person · since January 2023
Christopher Erblich
Manager · Control person · since January 2023
Game 6 Trust
Member · Control person · since December 2020
Tfo Trust Company, LLC
Trustee · Control person · since January 2023
- Owns 25% to 50% of Tfo Partners, Inc.
MSJMR 2008 Irrevocable Trust
Control person · since January 2023
Cleves Delp
Trustee · Control person · since December 2009
- Owns 10% to 25% of Tfo Wealth Partners, LLC
Fineske Financial, LLC
since October 2025
- Owns 75% or more of Fineske Financial, LLC
Brady Fineske
Control person · since October 2025
TFO Wealth Partners’ regulatory assets grew 2.0× from $2.9B (May 2021) to $5.66B (April 2026); clients rose from 1,404 to 1,986 and employees from 47 to 67.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $5.66B | 1,986 | 67 | 12 |
| Jul 2025July 2025 | $4.85B | 1,642 | 67 | 11 |
| Apr 2024April 2024 | $3.93B | 1,602 | 65 | 9 |
| Aug 2023August 2023 | $3.22B | 1,566 | 56 | 11 |
| Jul 2022July 2022 | $3.55B | 1,489 | 52 | 9 |
| May 2021May 2021 | $2.9B | 1,404 | 47 | 7 |
Besides its headquarters, TFO Wealth Partners has 11 offices (8 private residences, listed without an address), with 4 listed addresses across 4 states.
Arizona · 1 listed address
- 5060 North 40th Street, Phoenix
Ohio · 1 listed address
- 1440 Arrowhead Drive, MaumeeHQ
Texas · 1 listed address
- 600 N Shepherd DR, Houston
Virginia · 1 listed address
- 143 W. Boscawen Street, Winchester
Contact and registration details
- Legal name
- Tfo Wealth Partners, LLC
- Headquarters
- 1440 Arrowhead Drive, Maumee, OH 43537
- Website
- tfopartners.com
- Phone
- 419-891-9999
- @tfowealth
- SEC file
- 801-62074
- Structure
- Missouri LLC
- Fiscal year end
- December
TFO Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($5.16B). TFO Wealth Partners has custody of $951M for 1,050 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $5.16B100%
At year end, TFO Wealth Partners’ separately managed accounts were mostly in funds (71%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $919M across 65 positions; the largest are Vanguard Tax-managed Fds (32.8%), Dimensional ETF Trust (27.6%) and Dimensional ETF Trust (4.1%).
What the accounts hold
- Stocks18%
- Funds71%
- Bonds11%
- State and local bonds9%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
How many clients does TFO Wealth Partners have?
TFO Wealth Partners has 1,986 clients and manages $5.66 billion for them, as of April 2026. They include 920 high-net-worth individuals, 895 individual clients, and 125 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does TFO Wealth Partners offer?
TFO Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does TFO Wealth Partners charge?
TFO Wealth Partners charges up to 1.50% a year for its Investment Management, Family Office & Retirement Plan. The fee is billed in advance or in arrears and is negotiable.
Source: TFO WEALTH PARTNERS, LLC FORM ADV PART 2A, filed 31 March 2026
Which custodians does TFO Wealth Partners use?
TFO Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $5.16B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does TFO Wealth Partners have?
TFO Wealth Partners has 36 investment adviser representatives registered with state securities authorities, out of 67 employees, and 55 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TFO Wealth Partners invest in?
At the end of its last fiscal year, TFO Wealth Partners’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 9% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TFO Wealth Partners?
TFO Wealth Partners is owned through holding companies by Brady Fineske. Its direct owners are Tfo Partners, Inc. (75% or more) and Fineske Financial, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does TFO Wealth Partners get paid?
TFO Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TFO Wealth Partners?
TFO Wealth Partners’ main office is at 1440 Arrowhead Drive, Maumee, OH 43537. Its phone number is 419-891-9999. Its website is tfopartners.com.