A complete list of active advisors currently associated with Capital Financial Advisory Group, LLC

Warmer can help you find a great advisor at Capital Financial Advisory Group, LLC or one who fits your needs even better.

Capital Financial Advisory Group serves individuals and families—including many planning for retirement—as well as businesses, charities, and small pension clients. The firm provides financial planning and advisory services and implements investment recommendations by referring clients to selected third‑party managers and pooled investment products, with roughly $49 million invested on third‑party platforms as of December 31, 2025. The firm’s process begins with a customized financial plan and can include ongoing monitoring and adjustment of third‑party manager portfolios; Capital does not take custody or direct investment discretion over client assets. Financial planning is offered under hourly and flat‑fee arrangements, and the firm uses tools such as standard deviation analysis while recommending actively managed products and, when appropriate, insurance-based retirement solutions. Noteworthy aspects include that multiple advisers and some staff are licensed insurance producers and the firm acts as a solicitor/promoter for a small set of third‑party managers, receiving referral or promoter fees rather than charging a direct percentage‑of‑assets advisory fee itself. The brochure also discloses the founder’s national media presence and other affiliated business activities, and it identifies the resulting conflicts of interest (insurance commissions and referral fees) so clients can evaluate those relationships.

To learn more about the advisors currently working at Capital Financial Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.