Fee-OnlyFinder

Tga Capital Management

Financial planning in Braintree, MA

State registeredNo commissions reported

Call (508) 224-9646Send a messageMap ↗

Public-record details

Address
25 Braintree Hill Office Park, Braintree, MA 02184
Phone
(508) 224-9646
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
The Green Agency,dba
CRD number
131629
Registration
State registered: MA
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$32.6 million
Accounts managed
125
Clients reported (Form ADV 5.D)
125
Individual / high-net-worth clients
109 / 16
Employees
2
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-01-12

State registered (MA) investment adviser, CRD 131629, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Braintree

Compass Capital Corporation50 Braintree Hill Office Park, Suite 105 · Braintree, MA 02184 · (781) 535-6083 · Financial planningCRD 112323 · % of assets, Hourly charges, Fixed fees · $695.5 million AUMSEC registeredNo commissions reportedDreamfield Planning Group, LLC140 Wood Road, Suite 400e · Braintree, MA 02184 · (617) 313-7545 · Financial planningCRD 316550 · % of assets, Hourly charges, Fixed fees · $9.7 million AUMState registeredNo commissions reportedGenerations Retirement Group, LLC45 Braintree Hill Office Park, Suite 302 · Braintree, MA 02184 · (781) 535-6133 · % of assets managedCRD 335069 · % of assets · $37.7 million AUMState registeredNo commissions reportedGenesis Wealth Advisors, LLC400 Washington Street, Suite 308 · Braintree, MA 02184 · (781) 344-1023 · Financial planningCRD 158388 · % of assets, Hourly charges, Fixed fees · $200.1 million AUMSEC registeredNo commissions reportedKelly Financial Services LLC10 Forbes Road, Ste 130 · Braintree, MA 02184 · (781) 849-3090 · Financial planningCRD 291996 · % of assets, Hourly charges, Fixed fees · $623.6 million AUMSEC registeredNo commissions reportedKraematon Investment Advisors, INC.25 Braintree Hill Office Park, Suite 200 · Braintree, MA 02184 · (781) 431-9425 · Financial planningCRD 126869 · % of assets · $201.5 million AUMSEC registeredNo commissions reportedLegacy Investment Advisors INC.100 Grandview Road, Suite 412 · Braintree, MA 02184 · (781) 380-1017 · % of assets managedCRD 124554 · % of assets · $5.8 million AUMState registeredNo commissions reportedLittle House Capital, LLC35 Braintree Hill Park, #100 · Braintree, MA 02184 · (617) 545-5600 · Financial planningCRD 290070 · % of assets, Hourly charges, Fixed fees · $675.2 million AUMSEC registeredNo commissions reported

All 17 in Braintree →