TrueAdvisor
TrueAdvisor
KR
KR

Kristin Lea Rausch

Tfo Wealth Partners
2 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Tfo Wealth Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,642 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$1M

Location

1440 Arrowhead Drive, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tfo Wealth Partners
January 2023 - Present · 3 yrs 1 mo
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.