JT
CFP
JT
CFP

James Theodore Tegeler

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
292 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$50,000
Loading...

Location

5060 North 40th Street, Suite 200, Phoenix, AZ, 85018

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Tfo Family Office Partners
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Laird Norton Wealth Management
April 2010 - January 2022 · 11 yrs 9 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.
James Theodore Tegeler - Financial Advisor | TrueAdvisor