TMG Wealth Advisors is an independent registered investment advisor firm based in Beaverton, Oregon, offering comprehensive financial planning and portfolio management primarily for individuals and retirees. Founded in 2002 by Kurt Morgan, TMG Wealth Advisors uses a values-based planning approach to align investment strategies with personal goals and risk tolerance. The firm provides ongoing portfolio oversight, utilizes third-party managed accounts through broker-dealer Osaic Wealth, and offers optional bundled legal services through an independent attorney relationship. TMG Wealth Advisors focuses on long-term wealth building, tax-aware strategies, and simplified asset consolidation without requiring any minimum portfolio size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.33% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $25.0M | 0.90% |
| $25M+ | 0.65% |
Rates reflect the schedule without legal services. A flat $2,500 annual fee applies to accounts up to $250,000 (represented here as an equivalent 1.00% rate for the lowest tier). Fees for larger accounts may be negotiable.