Blackston Financial Advisory Group, LLC logo

Blackston Financial Advisory Group, LLC

Updated today

Client assets under management

$332,396,677

Clients

940

7% high-net worth

Advisors

7

of 17 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

134

Very High

Average account size

$353,613

About

Blackston Financial Advisory Group provides ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm manages roughly $333 million for about 940 client relationships and offers discretionary and non‑discretionary investment services documented by an Investment Policy Statement for each client.

The firm’s investment process draws on fundamental, quantitative and technical analysis and is implemented with a long‑term trading orientation; advisors commonly seek discretionary authority to execute trades on clients’ behalf. BFG limits its recommended investments to vehicles such as mutual funds, ETFs (including precious‑metal ETFs), fixed‑income securities, annuities, non‑U.S. securities and private placements, and requires clients to custody assets with Charles Schwab while providing monthly custodian reports.

Notable differences from many peers include a formal fee‑sharing referral relationship with a named third‑party adviser (AE Wealth Management) and a disclosure that some representatives are licensed insurance agents who may offer commissionable products, which the brochure identifies as a potential conflict of interest. The brochure also states there is disciplinary information applicable to the firm, and BFG reports having no account minimum for its services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Private / alternative investments Wealth management

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Main office location

Blackston Financial Advisory Group, LLC

8564 E. County Road 466, Suite 302

The Villages FL 32162, United States

Number of offices

2

Most active in

California · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin

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

David B

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

David Blackston is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Blackston Financial Advisory Group, LLC since 2012 and previously worked at Royal Fund Management. Outside of his advisory role, he serves as president of Blackston's Insurance and Financial Solutions, a business he has led since 2003. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements tailored to each relationship. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach, and it offers services without an account minimum.

Annuities Private / alternative investments Wealth management
user avatar

Travis B

Series 63, Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Travis Bender is a financial advisor at Blackston Financial Advisory Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management and as a self-employed advisor. In addition to his advisory role, he is an independent insurance agent specializing in life, health, disability, annuities, and long-term care products. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, offering customized Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

Annuities Private / alternative investments Wealth management
user avatar

Richard B

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Richard Blackston is a financial advisor at Blackston Financial Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has been with his current firm since 2016. Prior to his advisory career, he was self-employed as a golfer for three years. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements for each relationship. The firm employs a discretionary investment approach that combines fundamental, quantitative, and technical analysis, and offers ongoing oversight including referrals to third-party managers without imposing account minimums.

Annuities Private / alternative investments Wealth management
user avatar

Samantha S

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Samantha Stocksett is a financial advisor with Blackston Financial Advisory Group, LLC, holding a Series 65 credential and having two years of industry experience. She has been with Blackston Financial Advisory Group since 2014. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. Investment decisions are made under discretionary authority using fundamental, quantitative, and technical analysis with a long-term orientation, and the firm does not impose an account minimum.

Annuities Private / alternative investments Wealth management
user avatar

Micah S

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Micah Spence is a financial advisor at Blackston Financial Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Outbounder LLC. Outside of finance, he has been involved with Sunrise Australian Labradoodles and RCR Equestrian. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

Annuities Private / alternative investments Wealth management
user avatar

Colin B

Series 66

The Villages, FL

Blackston Financial Advisory Group, LLC

Colin Barrett is a financial advisor at Blackston Financial Advisory Group, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Cenergistic Inc. before joining Blackston Financial Advisory Group in 2022. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, focusing on long-term investment strategies documented in written Investment Policy Statements. The firm typically operates under discretionary authority and incorporates a range of investment vehicles, including mutual funds, ETFs, fixed-income securities, and private placements.

Annuities Private / alternative investments Wealth management
user avatar

April H

Series 63, Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

April Hurlburt is a financial advisor at Blackston Financial Advisory Group, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M&T Securities. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis, with portfolios reviewed quarterly.

Annuities Private / alternative investments Wealth management
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