Michael
Bytnar

Tfg Financial Advisors, LLC

CRD#5764612
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Michael Bytnar is a financial advisor based in North Palm Beach, Florida, working with Tfg Financial Advisors, LLC. Michael has previously held positions at Questar Capital, Questar Asset Management, Affinity Asset Management, Inc, Bfc Planning, Inc, Berthel Fisher & Company Financial Services, Inc, and Tfg Financial Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Michigan. Currently, Michael is part of Tfg Financial Advisors, LLC, which operates out of North Palm Beach, Florida. The firm has one office and five employees. The firm manages assets totaling $111.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Tfg Financial Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

772 Us Highway One Ste 100
North Palm Beach, FL 33408

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Tfg Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$111,899,107

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

583

FL Average: 2,474
Average Account Size

$191,937

FL Average: $750,025

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

Michael Bytnar Work History

2019 - Present (5 years)

Tfg Financial Advisors, LLC

2010 - Present (14 years)

Affinity Asset Management, Inc

2014 - 2019 (5 years)

Bfc Planning, Inc

2014 - 2019 (5 years)

Berthel Fisher & Company Financial Services, Inc

2011 - 2014 (3 years)

Questar Capital

2011 - 2014 (3 years)

Questar Asset Management

Disclosures

Please visit the SEC profile of Michael Bytnar 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 Tfg Financial Advisors, LLC

Cory Lyon
North Palm Beach, FL
Michael Bytnar
North Palm Beach, FL
Theodore Bytnar
North Palm Beach, FL
Paul Wieseneck
North Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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