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Access Financial Group, LLC

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Client assets under management

$39,277,157

Clients

163

4% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

82

High

Average account size

$240,964

About

Access Financial Group provides discretionary asset management and financial planning to individuals (including high-net-worth and non-HNW clients), charitable organizations, and small businesses. The firm reports managing about $39.3 million for roughly 163 clients and offers advice across a broad set of investments as well as guidance on retirement account rollovers.

The firm typically tailors portfolios to individual goals and grants discretionary trading authority, using a mix of fundamental (buy-and-hold leaning) and technical analysis sourced from multiple research vendors; account reviews are conducted at least quarterly and financial plans are updated as circumstances change. Fees are charged as a percentage of AUM and the firm may aggregate household accounts for fee breakpoints, while also providing fixed-fee financial planning engagements.

A distinctive aspect of the firm is its affiliation with a licensed insurance agency under common ownership, and associated persons are licensed insurance agents who may receive separate commission-based compensation for insurance sales, a conflict disclosed in the brochure. For a small, supported adviser, the firm also advises on more complex products (variable annuities, options, leveraged ETFs) and discloses that a principal has reported past arbitrations on his Form U4, with details available on the IAPD.

Client services

Financial planning Portfolio management

Expertise

Income planning Annuities Long-term care insurance Options & derivatives strategies

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Fee options

Fixed

Financial planning services fixed fee ranging generally between $1,500 and $5,000, payable upon completion and negotiable.

Percentage

$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%

Commissions

Commission-based compensation earned from sale of insurance products by licensed insurance agents affiliated with the firm.

Other

Account minimum: No stated minimum to open an account; however, the firm may terminate accounts it deems too small to manage effectively.

Main office location

Access Financial Group, LLC

1981 County Road Se 4250

Mount Vernon TX 75457, United States

Number of offices

2

Most active in

More info

Louisiana · Oklahoma · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 903-609-3313

Advisors at this firm

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user avatar

Mark S

Series 63

Mount Vernon, TX

Access Financial Group, LLC

Mark Sachse is a financial advisor at Access Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has held leadership roles including CEO at Access Financial Group, Inc. and Access Financial Group, LLC. Outside of his advisory work, he owns an independent insurance agency and an estate planning business. Access Financial Group provides discretionary asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm combines fundamental and technical analysis to tailor portfolios, conducts regular account reviews, and offers advice on a broad range of investments including retirement rollovers.

Income planning Annuities Long-term care insurance Options & derivatives strategies
user avatar

Garrett P

Series 66

Katy, TX

Access Financial Group, LLC

Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.

Income planning Annuities Long-term care insurance Options & derivatives strategies
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