T.T.G. Financial, Inc. is an independent registered investment advisor founded in 2006, based in Canton, Ohio. The firm offers personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. T.T.G. Financial operates as a fee-only practice, meaning it does not sell commissioned products like insurance or mutual fund shares and does not accept commissions of any kind. Advisors help clients navigate various financial areas, including cash flow management, tax planning, retirement planning, estate planning, education funding, and business planning. Portfolios are tailored to each client's specific goals, time horizon, tax sensitivity, and risk tolerance using a structured risk profile system. In addition to individual wealth management, T.T.G. Financial provides asset management and administrative services for retirement plans such as 401(k) plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range between 0% and 2% annually, determined on a client-by-client basis based on factors like relationship size and service level. Fees are billed quarterly in arrears.