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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TFO Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TFO Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TFO Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TFO Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TFO Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact TFO Wealth Partners?","answer":"TFO Wealth Partners’ main office is at 1440 Arrowhead Drive, Maumee, OH 43537. Its phone number is 419-891-9999. 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