Bond Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,912,691
Total clients
191
6% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
96
Average account size
$287,501
About
Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high‑net‑worth clients, managing about $43.9 million on a discretionary basis. Services include development of individualized investment policy statements, implementation through third‑party sub‑advisers, and comprehensive planning that addresses retirement, estate, tax, cash flow, insurance, and business planning needs.
The firm typically implements portfolios by selecting approved sub‑advisers (including a relationship with FocusPoint Solutions) to access institutional, risk‑managed and niche allocations, and it conducts ongoing due diligence and quarterly account reviews. Accounts in the investment management program are managed on a discretionary basis and clients are limited to the firm’s approved sub‑advisers and its recommended custodian, a practice the brochure notes can affect trade execution.
Distinctive features called out in the brochure include periodic, no‑charge informational seminars offered for groups (educational only and not individualized advice) and that firm advisors are licensed to sell life and health insurance and may receive commissions for those product sales. The brochure also highlights the firm’s focus on business planning and employee benefits optimization as part of its financial planning work and its attendance at hosted due‑diligence conferences to evaluate institutional managers, practices that are less common among peers.
Client services
Expertise
Fee options
$500 to $5,000 fixed fee for financial planning, negotiable
$1 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.65% $1,500,000.01 - $2,000,000: 1.55% $2,000,000.01 - $2,500,000: 1.45% $2,500,000.01 - $3,000,000: 1.25% $3,000,000.01 - $3,500,000: 1.15% Above $3,500,000+: Negotiable
$250.00 per hour for financial planning, negotiable
Main office location
Bond Financial Group, Inc.
180 Denslow Rd., Suite 2
East Longmeadow MA 01028, United States
Number of offices
1
Most active in
Connecticut · Florida · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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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