TLG Advisors
47yrs
Top advisor by experience in Summit
6yrs
John Baxter has worked in the financial industry for 6 years and is a financial advisor based in Summit, New Jersey. John has been with TLG Advisors since 2020. John holds the ChFC designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office475 Springfield Ave, Summit, NJ 07901
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
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2020 – nowTLG Advisors, Inc.Current firm
Contact John
(888) 371-0013TLG Advisors main office 475 Springfield AveSummit, NJ 07901Office · Get directions LinkedIn pageTLG Advisors
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Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call TLG Advisors at (888) 371-0013 and ask for John Baxter. John works from the Summit, NJ office.
How long has John been a financial advisor?
John has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does John hold?
No exams are listed on the official record.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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