Osaic Wealth
43yrs
Top advisor by experience in Collierville
43yrs
Charles Auerbach
Financial advisor at TLG Advisors
Charles Auerbach is a financial advisor in Collierville, Tennessee, with 43 years in the industry. After four years at MAS Advisors and seven years at LPL Financial, Charles joined TLG Advisors in 2023, a firm offering financial planning, investment management, and private fund management. Charles’s designations include CFP® and ChFC.
At a glance
Experience43 years (since 1983)
How that compares ?Top 2% by experience in Tennessee
Office185 N Main Street, Collierville, TN 38017
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowTLG Advisors, Inc.Current firm
- 2019 – 2023MAS Advisors LLCPreviously
- 2012 – 2019LPL Financial LLCPreviously
- 2009 – 2019Advantage Investment Management, LLCPreviously
- 2004 – 2012National Planning CorporationPreviously
- 2004 – 2008Wealth Strategies Advisory Group, Inc.Previously
Contact Charles
185 N Main StreetCollierville, TN 38017Office · Get directions Firm main line(888) 371-0013Headquarters: TLG Advisors · Summit, NJ LinkedIn pageTLG Advisors
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Charles
How do I contact Charles?
Call TLG Advisors at (888) 371-0013 and ask for Charles Auerbach. Charles works from the Collierville, TN office.
How long has Charles been a financial advisor?
Charles has been in the industry since 1983, about 43 years. Top 2% by experience in Tennessee.
What licenses does Charles hold?
Series 63. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Charles paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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