TP Investment Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
TP Investment Advisory Services is an independent, single-advisor firm that serves individual investors as well as pension and profit‑sharing plan clients. The firm offers comprehensive portfolio management, financial planning and consulting, and retirement plan consulting to employer plan sponsors.
Portfolios may include exchange‑traded funds, mutual funds, individual stocks and bonds, and the firm uses fundamental, technical and cyclical analysis while conducting at least quarterly reviews and periodic rebalancing. A majority of the firm’s regulatory assets are managed on a non‑discretionary basis, and clients authorize custodial arrangements and fee deduction for account servicing.
The firm is dually affiliated with another investment adviser, maintaining those services separately from its advisory engagements, and it discloses that it will act as an ERISA section 3(21) fiduciary when providing pension consulting. It also distributes monthly e‑newsletters to clients and provides atypical planning offerings for a small independent adviser—such as cost segregation studies and corporate structure and tax planning—alongside its plan‑oriented consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
Flat fees generally range from $500 to $10,000 for financial planning; $750 to $10,000 for retirement plan consulting.
Hourly rate of $250 for financial planning and consulting services.
Account minimum: $100,000 Minimum fee: Minimum fee of $500 for written financial plans. Fee-only: Hourly fees of $250; flat fees for financial planning generally range from $500 to $10,000; flat fees for retirement plan consulting generally range from $750 to $10,000.
Main office location
TP Investment Advisory Services, LLC
Wayne PA, United States
Number of offices
2
Most active in
TP Investment Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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