TSG ADVICE PARTNERS, LLC

349 W Nationwide Blvd
Columbus, Ohio 43215
Tel: (614) 697-2750

About TSG ADVICE PARTNERS, LLC

TSG ADVICE PARTNERS, LLC, formally registered with the SEC as TSG ADVICE PARTNERS, LLC. The firm was established in 10/29/2019. They have over 1 offices throughout the country.

TSG ADVICE PARTNERS, LLC is a Columbus, Ohio based Financial Planning firm with nearly $613,316,721 assets under management, offering retirement planning & investment advisory services to 2969 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305999
SEC#	801-117566
Assets Managed by Firm	$613,316,721
No. of Clients	2969
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2969	$613,316,721
Individuals (other than high net worth individuals)	771	$210,138,306
High net worth individuals	214	$394,272,540
Charitable organizations	Fewer than 5 clients	$7,725,436
Corporations or other businesses	5	$1,180,439

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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