A
Angevine Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
8
0% 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
8
Very LowAverage account size
$0
About
Angevine Financial Group provides financial consulting to individuals — including high net worth clients — and to businesses. The firm offers advisory consulting on topics such as risk assessment, investment planning, financial organization, and decision-making, and refers clients to a third-party investment adviser (Osaic FA) for portfolio management; accounting services are provided through its affiliated CPA practice and the firm is licensed to offer insurance products.
Rather than managing portfolios directly, Angevine does not exercise investment discretion or monitor the recommended manager’s performance and does not use percentage-of-assets-under-management fees for its consulting services. Its engagement model is referral- and fee-based: consulting is billed on an hourly basis and the firm discloses receipt of solicitor referral fees from Osaic FA and potential shared insurance commissions.
The firm’s combination of affiliations and activities is atypical for peers: it is affiliated with an accounting firm and operates as a licensed insurance agency while also serving as a solicitor for an investment adviser. It serves a very small client base and expressly disclaims custody and portfolio-management responsibilities, distinguishing it from independent advisers that directly manage client assets and charge AUM fees.
Client services
Solicitor & financial consulting
Fee options
Receives commissions from insurance products via affiliated insurance agent and insurance agency license.
$445 per hour for advisory consulting services
Main office location
Angevine Financial Group, LLC
104 Forbes Street, Suite 200
Annapolis MD 21401-1598, United States
Number of offices
1
Most active in
Angevine Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
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")