Adviser Financial Group provides personalized financial planning and investment advice, acting as a fiduciary. Services include financial goal setting, problem identification, cash flow management, tax planning, insurance review, investment services, education funding, retirement planning, and estate planning. Adviser Financial Group is closing effective August 31, 2028, and is preparing for an orderly client transition.
Assets Under ManagementN/A
Clients100
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Annual fee is calculated as $500 + (Total Investments x 0.0025). Minimum annual fee is $750. All fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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