Access Wealth Group, LLC

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Client assets under management

$19,600,000

Clients

219

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

110

Very High

Average account size

$89,498

About

Access Wealth Group provides investment management and financial planning primarily to individual and high-net-worth clients, using percentage-of-AUM billing and discretionary portfolio management. Founded in 2023, the two-advisor firm reports roughly $19.6 million in assets under management across about 219 client relationships.

The firm emphasizes a model-driven investment approach, offering 12 age-based “Access Life Cycle” portfolios (Early Birds through Golden Age) and tactical asset-allocation adjustments guided by proprietary models, fundamental/technical/cyclical analysis, and a weekly “Fabian” trend line. In addition to the life-cycle suite, Access Wealth Group offers optional model-guided strategies — including S&P Sector Rotation, U.S. All‑Cap, World, and Emerging Wealth portfolios — and may recommend tactical hedging and limited “best idea” allocations.

What distinguishes the firm from many peers is its role in sponsoring proprietary portfolio programs and offering model-driven strategies targeted at institutional and hedge-fund investors as well as select individuals, despite its small advisor count and modest AUM. The brochure also describes a broad financial-planning and client-education emphasis — delivering written plans, model explanations, and participating in client meetings with attorneys or other advisors — features that extend beyond standard discretionary portfolio services.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Income planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Retired

Demographic focus

Young Professionals Mid-Career Professionals Approaching retirement Retired

Fee options

Percentage

$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.60% $5,000,001+: 0.45%

Project-based

$150.00 to $400.00 per hour for financial planning

Other

Fee-only: Financial Planning fees from $150.00 to $400.00 per hour

Main office location

Access Wealth Group, LLC

25 North St.

Dublin OH 43017, United States

Number of offices

Most active in

Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram YouTube Website 614-285-4777

Advisors at this firm

Ryan R

Series 65

Dublin, OH

Access Wealth Group, LLC

Ryan Retcher is a financial advisor at Access Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has been a managing partner at Loud Capital LLC, a non-investment related venture capital firm, since 2022. Prior to that, he served as Chief Operating Officer at Loud Capital starting in 2017. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, offering age-based Life Cycle Portfolios and planning across retirement, estate, tax, business, and cash-flow needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and manages proprietary model-guided strategies, including tactical risk management and frontier investment allocations.

Income planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Young Professionals Mid-Career Professionals Approaching retirement

Shengde L

CFA®, Series 63, Series 65

Dublin, OH

Access Wealth Group, LLC

Shengde Liu, CFA®, is a financial advisor at Access Wealth Group, LLC with 15 years of industry experience. He also has a tenure at Hamilton Capital Management Inc. dating back to 2016. Liu is the founder of Aurimax Holdings, LLC, which conducts investment-related research supporting Access Wealth Group’s investment models. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, utilizing proprietary model-guided strategies and a blend of fundamental, technical, cyclical, and charting analysis. The firm offers institutional-style portfolios alongside traditional retail management, including tactical sector rotation and frontier investment allocations.

Income planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Young Professionals Mid-Career Professionals Approaching retirement

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