Tfo Family Office Partners
Phoenix, AZ·SEC-registered · CRD #159440
Tfo Family Office Partners is an SEC-registered investment advisory firm in Phoenix, AZ managing $5.0B across 2.0k client accounts, with 47 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.0B
Client accounts
2.0k
Advisory staff
47
Fee model
Fee-based
How Tfo Family Office Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Tfo Family Office Partners
How much does Tfo Family Office Partners manage?
Per its most recent SEC Form ADV filing (06/24/2026), Tfo Family Office Partners reports $5.0B in regulatory assets under management across roughly 2.0k client accounts.
How does Tfo Family Office Partners charge?
Tfo Family Office Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Tfo Family Office Partners a fiduciary?
Yes. Tfo Family Office Partners is registered with the U.S. Securities and Exchange Commission (CRD #159440), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Tfo Family Office Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Tfo Family Office Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Phoenix, AZ
Profile compiled from Tfo Family Office Partners's public SEC Form ADV filing (CRD #159440, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Tfo Family Office Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Tfo Family Office Partners? Claim this profile.