Jeffrey Reynolds
Jeffrey Reynolds is a registered investment advisor at Tlg Advisors, INC., based in Cedar Park, TX, with 41 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1200 Cottonwood Creek Trail, Suite 800, Cedar Park, TX, 78613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a Business Development Director at VIP Insurance, focusing on sales and marketing to agents and advisors, dedicating full-time hours. He is also the Owner/President of Reynolds Financial Group Inc, involved in sales and service within the insurance business, spending about a quarter of his time. Finally, he is an IAR Rep at TLG Advisors, Inc.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations2 states
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.