Advisor at Daus Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Daus Financial Group, LLC
Location
Kalamazoo, MI 49009
Credentials
Series 66
Industry experience
3 years
Brendan Sanchez is a financial advisor at Daus Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates, Merrill, Kestra Investment Services, and Bank of America. Daus Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, along with company-sponsored retirement plan consulting as a 3(21) adviser. The firm manages client relationships mainly on a non-discretionary basis and offers access to private investments for accredited investors.
Based on Daus Financial Group, LLC
Fixed financial planning fees range from $1,500 to $50,000, depending on scope and complexity.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.15% $4,000,001 - $9,000,000: 1.00% $9,000,001 - $14,000,000: 0.85% $14,000,001+: 0.65%
Hourly financial planning fees range from $250 to $1,000 per hour, depending on negotiation and complexity.
Account minimum: $100,000 Minimum fee: Minimum annual fee per household ranging between $2,500 and $7,500, based on the program invested in and disclosed in the client agreement. Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $50,000 or hourly fees ranging from $250 to $1,000 per hour, depending on negotiation and complexity.
487 South Drake Road, Suite A
Kalamazoo, MI 49009
Michigan
Daus Financial Group, LLC
2026 - Present (1 year)
Raymond James & Associates, INC
2025 - 2026 (1 year)
Bank of America N.A.
2023 - 2025 (2 years)
Merrill
2023 - 2025 (2 years)
Kestra Investment Services, LLC / The Wiser Financial Group
2021 - 2023 (2 years)
Pine Grove Housing Service
2020 - 2021 (1 year)
FlowFluent LLC
2020 - 2020 (1 year)
Bank of America N.A.
2019 - 2020 (1 year)
PNC Financial Services INC.
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Face 2 Face Financial Planning, LLC
I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.
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