Tonjes Financial Group

Tonjes Financial Group is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Findlay, Ohio. On its latest Form ADV, filed May 15, 2026, it reports $457K in regulatory assets under management and 2 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

Registration	State-registered: Ohio
Firm CRD number	338154
Office	815 S Main ST Findlay, OH 45840
Phone	(419) 423-7797
Website	www.tfgadviser.com
Regulatory assets under management	$457K
Individual clients	Fewer than 5
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers, Educational seminars
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	May 15, 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.
• 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.

Other fee-only advisers in Findlay

• Hixon Zuercher Capital Management $488M
• Infresh, Inc. $62M

See all 3 fee-only advisers in Findlay →