Russell
Andrews

Tcfg Investment Advisors, LLC

CRD#1702479
Investment Advisor
in Basalt, CO

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About this Advisor

Russell Andrews is a financial advisor who works out of Basalt, Colorado with 3 years of industry experience. Andrews works at Tcfg Investment Advisors, LLC. Andrews has gained experience at Ameriprise Financial Services, Inc, First Financial Equity Corp, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC and Tcfg Insurance Solutions, LLC. Andrews holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Colorado, Delaware, Georgia, New York, Pennsylvania, Texas and Utah. Tcfg Investment Advisors, LLC is a financial advisory firm operating out of Laguna Niguel, CA. The investment advisory business has offices in 25 locations and a total of 33 people on staff. It manages $451 million in total assets between its 2,294 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,294 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Tcfg Investment Advisors, LLC offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Tcfg Investment Advisors, LLC likely include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

310 Market Street First Floor
Basalt, CO 81621

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Tcfg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$450,525,673

CO Average: $7,578,581,321
Total Number of Employees

33

CO Average: 43
Total Number of Accounts

2,294

CO Average: 3,727
Average Account Size

$196,393

CO Average: $2,033,427

Investment Advisory Services

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

Russell Andrews Work History

Russell has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Tcfg Wealth Management, LLC

2020 - Present (4 years)

Tcfg Investment Advisors, LLC

2020 - Present (4 years)

Tcfg Insurance Solutions, LLC

2015 - Present (9 years)

First Financial Equity Corp

2009 - 2015 (6 years)

Ameriprise Financial Services, 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 Russell Andrews 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 Tcfg Investment Advisors, LLC

Tommy Fausett
Laguna Niguel, CA
Willy Tan
La Habra, CA
Michael Halla
Manitowoc, WI
Alysia Lindberg
Camarillo, CA
Melanie Pozorski
Laguna Niguel, CA
Matthew Seem
Laguna Niguel, CA
Michael Graeber
Round Hill, VA
Mathew Hill
Omaha, NE

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.

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