Disclosures

Download disclosures below. Contact your TFA financial professional with questions.

NFS Client Brokerage Account Fee Schedule

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Customer Relationship Summary (CRS) Form

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TFA Regulation Best Interest Disclosure

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Notice of Privacy Policy

California Consumer Privacy Act Notice

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ADV Part 2A

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ADV, Part 2A Appendix (TFA 365 Wrap Fee Brochure)

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ADV Part 2A – Appendix, TFA ONE Wrap Fee Brochure

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ADV Part 2A – Appendix, TFA ALPHA Wrap Fee Brochure

Social Media Disclosures

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Revenue Sharing Arrangements and Payments by Sponsoring Companies Client Disclosure Statement

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Business Continuity Plan (BCP)

Disclosure of Order Routing Practices (SEC Rule 606)