RBC Capital Markets
46yrs
Top advisor by experience in Erie
8yrs
Wade Root is a fiduciary financial advisor in Erie, Pennsylvania, with 8 years in the industry. After two years at RBC Capital Markets, Wade joined TLG Advisors in 2021, a firm offering financial planning, investment management, and private fund management. TLG Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 263 advisors with offices in Erie, and one of 238 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeErie, PA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowTLG Advisors, Inc.Current firm
- 2018 – 2021RBC Capital Markets, LLCPreviously
Questions to ask Wade
Tailored to Wade’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wade
How do I contact Wade?
Call TLG Advisors at 888-371-0013 and ask for Wade Root. Wade works from the Erie, PA office.
How long has Wade been a financial advisor?
Wade has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Wade hold?
Series 66. Tap any license on this page to see what it allows.
Is Wade a fiduciary?
Wade is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wade paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wade 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.
Other advisors nearby
I.M.S. Wealth Management
45yrs
Top 1% by experience nationwide
Newedge Advisors
45yrs
Top 1% by experience in Erie
RBC Capital Markets
44yrs
Top 1% by experience in Pennsylvania
Lombard Advisers
44yrs
Top 1% by experience in Pennsylvania
Robbins Wealth Management
43yrs
Top 1% by experience nationwide