Advisor at Sovereign Financial Group, Inc.
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
Sovereign Financial Group, Inc.
Location
Wethersfield, CT 06109
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
28 years
David Primozich is a CFP® and ChFC® with 28 years of experience in financial advisory. He has been with Sovereign Financial Group, Inc. since 2020 and also serves in principal and registered representative roles at Stone Arch Wealth Advisors, LLC and Purshe Kaplan Sterling Investments. His background includes over a decade at Egido Financial Group, LLC and CommonWealth Financial Network. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement advisory, and cash-management solutions. The firm utilizes low-cost, diversified mutual funds and ETFs, along with individual securities and independent managers, emphasizing long-term strategies with tactical rebalancing and access to alternative investments through its Align Alternative Access Fund.
Based on Sovereign Financial Group, Inc.
Based on Sovereign Financial Group, Inc.
Financial planning fixed fees range from $1,500 to $10,000; ongoing planning fees $500 to $2,500 quarterly
Up to 3.00% annually, negotiable based on services, asset level and relationship
Certain Advisory Persons receive commissions as Registered Representatives and for insurance sales, separate from advisory fees
Financial planning hourly fees range from $200 to $450 per hour
Minimum fee: Minimum fee of $1,125 per quarter, which can be waived at Advisor's discretion Fee-only: Financial planning services offered with hourly fees $200-$450/hour, fixed fees $1,500-$10,000, ongoing fees $500-$2,500 quarterly, negotiable
78 Beaver Road, Suite 2 C
Wethersfield, CT 06109
Connecticut · Texas
Sovereign Financial Group, Inc.
2020 - Present (6 years)
Purshe Kaplan Sterling Investments
2016 - Present (10 years)
Stone Arch Wealth Advisors, LLC
2016 - Present (10 years)
Egido Financial Group, LLC
2005 - 2016 (11 years)
Commonwealth Financial Network
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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Dennis Glynn, CPA
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CFA®
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