Artifex Financial Group, LLC logo

Artifex Financial Group, LLC

Updated today

Client assets under management

$311,963,427

Clients

311

37% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

62

Typical

Average account size

$1,003,098

About

Artifex Financial Group provides fee-only financial planning and investment management to a mix of individual clients (including high‑net‑worth individuals) and institutional clients such as retirement plans, trusts, and corporations. Its service menu includes comprehensive personal wealth management, stand‑alone investment management, 401(k) retirement consulting, project‑based and consulting services, tax preparation, and a virtual Wealth Club Network offering.

The firm integrates financial planning into its investment process, gathering client information through in‑depth interviews and documenting objectives in an investment policy statement before implementing mostly discretionary portfolios. Investment implementation emphasizes strategic asset allocation and global diversification with an instrument‑agnostic approach that may use mutual funds, ETFs, individual equities and fixed‑income, alternatives, and a mix of technical, cyclical, fundamental and charting analysis methods.

AFG is notable among peers for operating a Private Direct Investments (PDI) program that can result in clients paying performance‑based fees to non‑affiliated private funds (with the firm receiving a portion of such fees) and for requiring accredited and qualified client standards for participation. The firm also combines traditional advisory services with digital and sub‑advised offerings — including a Wealth Club Network delivered via a Betterment institutional arrangement and technology/services from FinLife Partners/United Capital — and discloses use of testimonials, endorsements and third‑party ratings in its marketing, with related conflicts and mitigation steps addressed in the brochure.

Client services

Financial planning Portfolio management Tax preparation

Expertise

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Fixed

Project-Based Services: $2,500 per 90-day project; Tax Preparation Services: $750 to $2,000 depending on complexity; Fixed fees for Fiduciary and Non-Fiduciary Services determined on client-by-client basis.

Percentage

$0 - $499,999.00: 1.25% $500,000.00 - $999,999.00: 1.00% $1,000,000.00 - $1,999,999.00: 0.75% $2,000,000.00 - $2,999,999.00: 0.50% $3,000,000.00 - $5,000,000.00: 0.25%

Project-based

Up to $250 per hour for Consulting Services; Non-Fiduciary Services hourly rate up to $250/hr with $2,500 minimum.

Performance-based

Performance fees may be paid to non-affiliated private funds (PFs) in PDI Program; AFG receives portion of such fees.

Subscriptions

Wealth Club Network Services: 0.50% annually of assets managed by AFG plus 0.25% to Betterment as sub-advisor.

Other

Account minimum: $500,000.00 Minimum fee: $5,000 minimum annual fee for Personal Wealth Management Services Fee-only: Fee-only financial planning and investment management firm; no commissions accepted.

Main office location

Artifex Financial Group, LLC

2305 Far Hills Avenue, Suite 206

Oakwood OH 45419, United States

Number of offices

3

Most active in

Ohio

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Elizabeth R

Series 65

Dayton, OH

Artifex Financial Group, LLC

Elizabeth Raby Salinas is a financial advisor at Artifex Financial Group, LLC in Dayton, OH, holding a Series 65 designation with one year of industry experience. She has been with Artifex Financial Group since 2021. Prior to her advisory role, her work history includes positions at Starbucks, Victoria's Secret, and Bayer Financial. Artifex Financial Group is a fee-only advisory firm serving individuals, retirement plans, trusts, and other entities, managing approximately $282 million on a discretionary basis. The firm employs a strategic asset allocation and asset-dedication approach to construct diversified portfolios and offers a range of services including personal wealth management, retirement consulting, tax preparation, and a virtual Wealth Club Network.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Alexander B

Series 65

Dayton, OH

Artifex Financial Group, LLC

Alexander Browning is a financial advisor at Artifex Financial Group, LLC in Dayton, Ohio, holding a Series 65 designation with three years of industry experience. He has been with Artifex Financial Group since 2019 and previously worked at Perry proTech, Cox Media Group, and Vivial, LLC. Artifex Financial Group is a fee-only advisory firm serving individuals, retirement plans, trusts, and other entities, managing approximately $282 million for about 293 clients. The firm employs a strategic asset allocation and asset-dedication approach, utilizing diversified portfolios that include mutual funds, ETFs, equities, fixed income, and select alternatives.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Jansen D

Series 65

Dayton, OH

Artifex Financial Group, LLC

Jansen Davidson is a Series 65-licensed financial advisor at Artifex Financial Group, LLC with three years of industry experience. He has been with Artifex since 2021. Prior to his advisory career, his background includes roles at Golf Galaxy, Ohio State University, Oak Creek Swim Club, and Kettering Fairmont High School. Artifex Financial Group is a fee-only advisory firm serving individuals, retirement plans, trusts, and other entities. The firm manages approximately $282 million on a discretionary basis for about 293 clients and employs a strategic asset allocation approach using diversified portfolios of mutual funds, ETFs, equities, fixed income, and select alternatives.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Darren H

Series 63, Series 66

Oakwood, OH

Artifex Financial Group, LLC

Darren Harp is a financial advisor at Artifex Financial Group, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Artifex Financial Group since 2007. Prior to that, he worked at Fifth Third Securities starting in 2003. Artifex Financial Group is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm manages approximately $282 million on a discretionary basis for about 293 clients and focuses on strategic asset allocation and diversified portfolio construction using mutual funds, ETFs, equities, fixed income, and select alternatives.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Douglas K

CFP®, Series 63, Series 65

Oakwood, OH

Artifex Financial Group, LLC

Douglas Kinsey is a CFP® professional with 22 years of experience in the financial industry. He has worked at Artifex Financial Group, LLC since 2007 and has been affiliated with Fifth Third Securities and Fifth Third Bank since 2003. Artifex Financial Group is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm manages approximately $282 million on a discretionary basis and employs a strategic asset allocation process using diversified portfolios with mutual funds, ETFs, equities, fixed income, and select alternatives.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy
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