Fazel Mostashari is a CFP, PFS-designated registered investment advisor at Tlg Advisors, INC., based in Woodland Hills, CA, with 11 years of industry experience. Fazel 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
22201 Ventura Blvd, #205, Woodland Hills, CA, 91364
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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.
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Fazel is the owner and CPA of Mostashari & Co, an accounting business, dedicating full-time hours. He is also an IAR with TLG Advisors, Inc but spends no time on this, and an accounting and tax advisor/partial LLC member at Dentist Nerds Inc, spending a few hours per week.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Mostashar & Associates, Wealth Specialists
Waddell & Reed
Waddell & ReedBroker
Mostashar & Associates, Wealth Specialists
Aig Financial Advisors, INC.Broker
State Registrations1 state
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.