TFO WEALTH PARTNERS

1440 Arrowhead Drive
Maumee, Ohio 43537
Tel: 419-891-9999

About TFO WEALTH PARTNERS

TFO WEALTH PARTNERS, formally registered with the SEC as TFO WEALTH PARTNERS. The firm was established in 05/28/2003. They have over 10 offices throughout the country.

TFO WEALTH PARTNERS is a Maumee, Ohio based Financial Planning firm with nearly $4,852,786,561 assets under management, offering retirement planning & investment advisory services to 5141 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124407
SEC#	801-62074
Assets Managed by Firm	$4,852,786,561
No. of Clients	5141
No. of Advisors	67

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	5141	$4,852,786,561
Individuals (other than high net worth individuals)	932	$273,424,135
High net worth individuals	548	$3,944,197,963
Pension and profit sharing plans	119	$368,898,672
Charitable organizations	24	$148,745,744
Corporations or other businesses	19	$117,520,047

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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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