D & G Advisory Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$156,416,569
Total clients
283
28% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
142
Average account size
$552,709
Client services
Fee options
1% annually, billed quarterly in arrears based on assets at the end of the previous quarter
Commission-based annuities offered through Schwab; insurance products sold by some advisers for which commissions are earned
Hourly fees charged occasionally for specific financial planning and investment management services; rates reviewed and confirmed with client beforehand
Account minimum: $100,000 (negotiable)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
D & G Advisory Group, L.L.C.
Menominee MI, United States
Number of offices
1
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")