TZ
TZ

Thomas Zirbes

41 Years of Experience
Dewey Beach, DE
4 DisclosuresBrokerSells Insurance

Thomas Zirbes is a registered investment advisor at Tlg Advisors, INC., based in Dewey Beach, DE, with 41 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.

Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.

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Location

13 Collins Street, Dewey Beach, DE, 19971

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History

Regulatory History (4)
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Judgment / Lien
October 2025
Financial
August 2018
Final
Judgment / Lien
February 2017
Judgment / Lien
June 2016
Other Business ActivitiesSells Insurance

Thomas is the Head of Sales at White Swan, focusing on sales and marketing of life insurance, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) at TLG Advisors Inc, spending a few hours per week on this investment-related role.

Employment History
Current Registrations
Tlg Advisors, INC.
June 2022 - Present · 3 yrs 11 mos
The Leaders Group, INC.
June 2022 - Present · 3 yrs 11 mos
The Leaders Group, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Park Avenue Securities LLCBroker
March 2019 - June 2022 · 3 yrs 3 mos
Park Avenue Securities LLC
March 2019 - June 2022 · 3 yrs 3 mos
Cri Securities, LLC
October 2011 - March 2019 · 7 yrs 5 mos
Securian Financial Services, INC.
September 2003 - March 2019 · 15 yrs 6 mos
Cri Securities, LLCBroker
February 2001 - March 2019 · 18 yrs 1 mo
Securian Financial Services, INC.Broker
February 1988 - March 2019 · 31 yrs 1 mo
Pruco Securities CorporationBroker
August 1984 - February 1988 · 3 yrs 6 mos
State Registrations2 states
CAMN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.