Stephanie Smith-Tremoulis is a CFP-designated registered investment advisor at Tfo Wealth Partners, based in Maumee, OH, with 16 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,642 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Wealth Partners charges a percentage of your portfolio each year, not to exceed 1.5%. The exact fee is negotiable and depends on factors like the amount and type of your assets, the complexity of your situation, and the scope of services you need. Fees are typically billed quarterly in advance. Employees of TFO Wealth Partners and its affiliates may receive discounted fees. If a third-party investment manager is used, they will charge separate fees.
Location
1440 Arrowhead Drive, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tfo Wealth Partners
Previous Registrations
One to One, LLC
LPL Financial LLC
LPL Financial Corporation
American General Securities Incorporated
State Registrations3 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.