TPG FINANCIAL ADVISORS, LLC

CRD 141153File 801-77417

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.22B

Top 25% of cohort (national)

Discretionary AUM

$1.41B

Non-discretionary $808.8M

Clients

637

1,635 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Dec 20, 2012
Principal office: 11850 SW 67TH AVENUE, SUITE 100, PORTLAND, OR, 97223
Phone: 503-241-9550
Website: https://www.thepartnersgroup.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.22B
Discretionary AUM: $1.41B
Non-discretionary AUM: $808.8M
Discretionary accounts: 989
Non-discretionary accounts: 646
Total accounts: 1,635
AUM per client: $3.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$10.4M
Charitable organizations	Fewer than 5	$2.8M
High net worth individuals	176	$639.5M
Pension and profit sharing plans	92	$1.30B
Individuals (other than high net worth individuals)	369	$263.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.