Megan
Kawasaki-Mason
Tfo Phoenix, Inc
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About this Advisor
Megan Kawasaki-Mason is a certified financial planner who works in Phoenix, Arizona, who has 1 year of industry experience. Kawasaki-Mason works at Tfo Phoenix, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Adobe Systems Inc, Gemini Arabians, Versant Capital Management, Inc and Tfo Phoenix, Inc. Kawasaki-Mason holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona. Tfo Phoenix, Inc is a financial advisory company that has its headquarters in Phoenix, AZ. The investment advisory business has offices in two locations and a total of 64 people on staff. It has $3 billion in assets under management among its 1,685 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 45 charitable organizations. Of its 1,685 client accounts, 75% are associated with high-net-worth individuals who have at least $1 million in assets. Tfo Phoenix, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice depend on which services the firm provides the client. Fees billed by Tfo Phoenix, Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tfo Phoenix, Inc Brokerage Details
$3,340,454,739
64
1,685
$1,982,466
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Megan Kawasaki-Mason Work History
Megan has been registered as a financial advisor for 1 years.*
Tfo Phoenix, Inc
Versant Capital Management, Inc
The Vanguard Group, Inc
Gemini Arabians
Adobe Systems Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Megan Kawasaki-Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tfo Phoenix, Inc
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
