Bond Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,912,691
Total clients
191
6% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
96
Average account size
$287,501
About
Bond Financial Group provides investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $54.9 million on a discretionary basis for about 191 client relationships and offers services that include retirement planning, estate planning, cash‑flow and debt analysis, and risk‑management reviews.
The firm implements client portfolios by selecting and monitoring unaffiliated sub‑advisers and institutional managers, using individualized investment policy statements to set asset allocation targets and client‑specific restrictions. Bond relies on a hosted third‑party platform (FocusPoint Solutions) to access niche and institutional strategies and performs ongoing due diligence on those managers; it generally retains discretionary authority over hiring/firing sub‑advisers and portfolio decisions.
Uncommon features noted in the firm’s brochure include the offering of no‑charge educational seminars for groups and the fact that firm personnel are licensed to sell life and health insurance and may receive commissions for those product sales, with disclosures acknowledging the potential conflict and that such commissions do not offset advisory fees. The firm’s operational use of a third‑party hosting platform and manager conferences to broaden access to specialized allocations is a practice less typical for peers of similar size.
Client services
Expertise
Fee options
Fixed fee for financial planning ranging from $500 to $5,000, negotiable
$0 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.65% $1,000,000.01 - $1,500,000: 1.55% $1,500,000.01 - $2,000,000: 1.45% $2,000,000.01 - $2,500,000: 1.35% $2,500,000.01 - $3,000,000: 1.25% $3,000,000.01 - $3,500,000: 1.15% Above $3,500,000.00+: Negotiable
$250.00 per hour, negotiable
Main office location
Bond Financial Group, Inc.
180 Denslow Rd., Suite 2
East Longmeadow MA 01028, United States
Number of offices
1
Most active in
Connecticut · Florida · 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:
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.
Forms ADV
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