Brady Fineske is a CFP-designated registered investment advisor at Tfo Wealth Partners, based in Maumee, OH, with 20 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,642 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Wealth Partners charges a percentage of your portfolio each year, not to exceed 1.5%. The exact fee is negotiable and depends on factors like the amount and type of your assets, the complexity of your situation, and the scope of services you need. Fees are typically billed quarterly in advance. Employees of TFO Wealth Partners and its affiliates may receive discounted fees. If a third-party investment manager is used, they will charge separate fees.
Location
1440 Arrowhead Drive, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brady is an independent insurance agent selling various insurance products, including life, health, and long-term care, through Vanbridge Life and Executive Benefits, spending a few hours per week on this. He also owns Fineske Financial, Inc., a holding company for insurance revenue, and is involved with Alliant Insurance Services as a property and casualty insurance agent.
Employment History
Current Registrations
Tfo Wealth Partners
Previous Registrations
One to One, LLC
Walnut Street Securities, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.