Advisor at Access 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
Access Financial Group, Llc
Location
Mount Vernon, TX 75457
Credentials
Series 63
Industry experience
28 years
Financial planning services fixed fee ranging generally between $1,500 and $5,000, payable upon completion and negotiable.
$0 - $250,000: 2.25% $250,000 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,000 - $2,000,000: 1.50% $2,000,000+: 1.00%
Commission-based compensation earned from sale of insurance products by licensed insurance agents affiliated with the firm.
Account minimum: No stated minimum to open an account; however, the firm may terminate accounts it deems too small to manage effectively.
Access Financial Group, Llc
2020 - Present (6 years)
Access Financial Group, Llc
2020 - Present (6 years)
Estate Planning Designs
2017 - Present (9 years)
Info Access, Inc.
2017 - Present (9 years)
Purshe Kaplan Sterling Investments
2017 - Present (9 years)
Access Financial Group, Inc.
2017 - Present (9 years)
Wunderlich Securities, Inc.
2012 - 2017 (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.
Series 66
Winnsboro, TX
Edward Jones
CFP®, Series 66
Mt Pleasant, TX
Edward Jones
Series 66
Mt Pleasant, TX
Edward Jones
Series 63, Series 66
Pittsburg, TX
Edward Jones
Series 63, Series 65
Winnsboro, TX
Las Colinas Capital Management, LLC
Series 63, Series 66
Livonia, NY
Monticello Financial Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")