Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
5yrs
Andrew Perez
Financial advisor at TLG Advisors
Andrew Perez has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Boca Raton, Florida. Andrew joined TLG Advisors in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2255 Glades Road Suite 236w, Boca Raton, FL 33431
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.
Career
- 2023 – nowTLG Advisors, Inc.Current firm
Contact Andrew
(888) 371-0013Firm headquarters in Summit, NJ. Ask for Andrew. 2255 Glades Road Suite 236wBoca Raton, FL 33431Office · Get directions LinkedIn pageTLG Advisors
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Questions to ask Andrew
Tailored to Andrew’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 Andrew
How do I contact Andrew?
Call TLG Advisors at (888) 371-0013 and ask for Andrew Perez. Andrew works from the Boca Raton, FL office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andrew 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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