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the pacific financial group, inc.

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the pacific financial group, inc.nashville, TN

Additional Information

TPFG is a Turnkey Asset Management Platform (TAMP) that provides financial advisors with portfolio management, technology solutions, and operational support for managing client accounts including Self-Directed Brokerage Accounts (SDBA) and retirement plan accounts.

Specializes in

Self-Directed Brokerage Account managementRetirement plan investor accountsMulti-manager multi-strategy platformRisk profilingPortfolio volatility monitoring

Services

Turnkey Asset Management Platform (TAMP)Self-Directed Brokerage Account (SDBA) managementPortfolio managementRisk assessment and portfolio creationDigital paperwork and account servicingPerformance reportingInvestment monitoringDue diligence support

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 425-451-7722

Website: https://www.tpfg.com

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Frequently Asked Questions

How much does a financial advisor cost in nashville?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.