Updated May 30, 2024
Avatar

TCG Advisors, LLC (a Hub International company)

Investment Advisor Firm
Total assets under management$5.8B
Years in business24+

About TCG Advisors, LLC (a Hub International company)

Trusted Capital Group (TCG), a HUB International company, is an esteemed fee-based investment and consulting firm founded in 2000 by John Pesce and Mike Cochran. From the outset, TCG has steadfastly committed to core values: offering informed decision-making, personalized service, and steering clear of commission-based models. This ethos led to steady growth, forging enduring bonds with a loyal clientele.

In 2021, TCG joined forces with HUB International, a global insurance brokerage specializing in a comprehensive suite of financial services. This partnership empowered TCG to extend its personalized touch to a broader clientele.

Amidst this transformation, TCG remains unwavering in its dedication to the values that have steered its journey. The TCG team upholds principles of informed decision-making, personalized service, and exceptional customer care, continuing to empower clients to thrive and prosper.

TCG, operating as a fee-based fiduciary, places your well-being at the forefront. Their advisors adhere to the highest ERISA law standards, ensuring conflict-free advice in your best interests. They believe in a team-centered approach to wealth management, constantly monitoring and researching investment options, and providing unbiased guidance to execute your financial plan.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Retirement Planning
  4. Tax Planning
  5. Estate Planning

More about TCG Advisors, LLC (a Hub International company)

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
30795638

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than TCG Advisors, LLC (a Hub International company).

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than TCG Advisors, LLC (a Hub International company).

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings