DJG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,145,038
Total clients
194
14% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$490,438
About
DJG Financial Services provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm implements portfolios primarily with stocks, exchange‑traded funds, mutual funds, and bonds and does not sell commissioned insurance or annuity products.
The firm’s investment approach centers on strategic asset allocation and a buy‑and‑hold orientation, with client goals documented in written records or Investment Policy Statements and trades executed under a limited power of attorney. DJG offers ongoing review and reporting, limited‑scope hourly planning, and uses third‑party research and reporting tools (Morningstar, Black Diamond) and custodians such as Charles Schwab, Dunham Trust, and Capital Group/American Funds.
What is noteworthy for this small team is that DJG offers access to a third‑party Asset Allocation Program that allows certain qualified clients to elect performance‑based compensation, a structure the firm discloses as a potential conflict and that is uncommon among peers. The firm also has an affiliation with an accounting practice—one owner is an owner of D.J. Gustafson & Co., CPA PC—and some clients overlap between the firms, though DJG reports no fee‑sharing; DJG reported about $93.2 million in discretionary assets under management as of December 31, 2025.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually Above $2,500,000+: 0.85% annually
Generally $350 per hour for limited scope engagements, negotiable
10% of total net increase in market value using high-water marks, charged monthly and billed quarterly for qualified clients in Dunham Asset Allocation Program
Fee-only: Hourly fee generally $350 per hour, negotiable
Main office location
DJG Financial Services, Inc.
775 Pleasant Street, Suite 5
East Weymouth MA 02189, United States
Number of offices
1
Most active in
Connecticut · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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