DMK Advisor Group, Inc.

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Total assets under management

$84,480,870

Total clients

298

28% high-net worth

Total advisors

of 42 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$283,493

Client services

Financial planning Portfolio management

Fee options

Fixed

Financial planning fixed fees: Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually

Percentage

$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $750,000: 2.00% $750,001 - $1,000,000: 1.75% $1,000,001 - $1,250,000: 1.50% $1,250,000+: Negotiated

Commissions

Clients may select commission-based accounts for insurance products; no commissions on other securities

Project-based

Specific services charged at $150 per hour

Other

Account minimum: $10,000.00 Minimum fee: Retirement account custodian fee of $35.00 annually Fee-only: Financial planning fees: Initial Consultation - No Charge; Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually; Specific services - $150 per hour

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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.

Main office location

DMK Advisor Group, Inc.

17961 Hunting Bow Circle, Suite 102

Lutz FL 33558, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 813-996-6100

Advisors at this firm

Daniel B

Series 63, Series 65

Lucas, TX

DMK Advisor Group, Inc.

Christine C

Series 63, Series 65

Excelsior Springs, MO

DMK Advisor Group, Inc.

David H

Series 63, Series 65

Draper, UT

DMK Advisor Group, Inc.

Michael B

Series 63, Series 65

Kearney, MO

DMK Advisor Group, Inc.

Clifton J

ChFC®, Series 63

Lutz, FL

DMK Advisor Group, Inc.

Ryan M

Series 63, Series 65

Lake Wales, FL

DMK Advisor Group, Inc.

Janak D

Series 63, Series 66

St. Augustine, FL

DMK Advisor Group, Inc.

Ruben R

Series 66

San Juan, PR

DMK Advisor Group, Inc.

Melissa W

Series 66

Lakewood, CO

DMK Advisor Group, Inc.

David L

CFP®, ChFC®, Series 63, Series 65

Lenoir City, TN

DMK Advisor Group, Inc.

Stephen W

Series 63, Series 65

Kalamazoo, MI

DMK Advisor Group, Inc.

Peter W

CFP®, Series 63, Series 65

Edgewater, MD

DMK Advisor Group, Inc.

John O

Series 63, Series 65

Pelican Rapids, MN

DMK Advisor Group, Inc.

Sunil M

ChFC®, Series 63, Series 66

Orange Park, FL

DMK Advisor Group, Inc.

Harold S

Series 63, Series 66

Palm Coast, FL

DMK Advisor Group, Inc.

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