Access Financial Group, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,277,157
Total clients
163
4% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
82
Average account size
$240,964
Client services
Fee options
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.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Main office location
Access Financial Group, Llc
1981 County Road Se 4250
Mount Vernon TX 75457, United States
Number of offices
2
Forms ADV
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