A
Advisor Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,538,483
Clients
16
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$1,658,655
About
Advisor Financial Group provides wealth management and investment advisory services to individuals, professional persons, executives, businesses, trusts, estates, and charitable organizations. Services are delivered on a non‑discretionary basis and focus on portfolio management for retail clients under a percentage-of-assets fee arrangement.
The firm uses a consultative process in which clients complete data questionnaires and the firm prepares a Portfolio Rebalancing Table that defines the strategic model and rebalancing parameters; it then evaluates and recommends portfolio managers and investment vehicles. The investment philosophy favors multi‑asset class, multi‑manager, long‑term portfolios (with short‑term strategies as appropriate), and accounts are reviewed on a monthly basis.
As a sole‑practitioner firm, it manages roughly $26.3 million for a small client base of 17 clients and reports all managed assets as non‑discretionary, a structure that is uncommon among independent advisory firms. The principal holds professional planning and asset‑management designations and emphasizes bringing institutional processes to retail clients; the firm does not take custody of client assets or exercise discretionary trading authority.
Client services
Portfolio management
Expertise
Wealth management
Occupation focus
Executive
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Main office location
Advisor Financial Group
Lincoln AL, United States
Number of offices
1
Most active in
Advisor Financial Group has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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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