Fee-only adviser · Canton, OH

T.t.g. Financial, Inc.

T.t.g. Financial, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Canton, Ohio. On its latest Form ADV, filed September 4, 2026, it reports $194M in regulatory assets under management, 166 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number129004 · SEC file 801-118184
Office4790 Douglas Cir NW Suite 102
Canton, OH 44718
Phone(330) 491-2220
Websiteteamttg.com
Regulatory assets under management$194M
Individual clients56 non-high-net-worth, 110 high-net-worth
Financial planning clients51-100
How it chargesPercentage of assets, Hourly
ServicesFinancial planning, Portfolio management, Pension consulting
Employees6
Disciplinary disclosuresNone reported
Latest Form ADV filingSeptember 4, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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