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KH
CFP
KH
CFP

Karl Harrop

Tpg Financial Advisors, LLC
28 Years of Experience
Portland, OR
Sells Insurance
View SEC Summary
View SEC Summary

Karl Harrop is a CFP-designated registered investment advisor at Tpg Financial Advisors, LLC, based in Portland, OR, with 28 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 637 clients with $2.2B in assets under management.

Tpg Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
637 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$2.2B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.5% of the account value. In certain circumstances, a flat fee may be charged instead of a percentage.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11850 SW 67th Avenue, Suite 100, Portland, OR, 97223

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Karl is licensed to sell insurance under The Partners Group, Ltd.

Employment History
Current Registrations
Tpg Financial Advisors, LLC
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
May 2012 - June 2019 · 7 yrs 1 mo
Wealthview Capital, LLC
May 2009 - January 2012 · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
January 2006 - May 2009 · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2005 - May 2009 · 4 yrs 2 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Wachovia Securities, LLCBroker
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities Incorporated
September 2002 - July 2003 · 10 mos
Prudential Securities IncorporatedBroker
October 1997 - July 2003 · 5 yrs 9 mos
State Registrations2 states
ORTX
Advisor

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.
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