C
Carlisle Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,620,232
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$827,529
About
Carlisle Financial Group provides portfolio management and financial consulting services to individual clients, offering portfolio construction, ongoing investment monitoring, contingent rebalancing, and periodic reviews. The firm distinguishes its consulting work from portfolio management by providing retirement planning, portfolio reviews of other managers, and as-needed financial advice beyond investment implementation.
Investment approach emphasizes passive, index-based strategies implemented primarily through mutual funds and exchange-traded funds, with asset allocation treated as the primary determinant of returns and rebalancing used to maintain target exposures. The firm does not engage in market timing or stock picking and uses contingent rebalancing (triggered by significant asset-class movements, cash flows, or tax-loss harvesting opportunities) while prioritizing cost and tax efficiency.
The firm manages roughly $7.1 million in discretionary assets for a small number of individual clients and does not impose a formal portfolio minimum to engage (while reserving the right to decline engagements). It operates as a fee-only advisor with no broker-dealer affiliations, recommends discount custodians such as Fidelity or Vanguard, does not participate in wrap programs, does not aggregate trades for clients, and leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
$0 - $500,000: 1% $500,000+: 0.50%, up to a maximum of $25,000
$150 per hour for Financial Consulting services
Minimum fee: $250 per quarter Fee-only: Fee-only advisory firm, compensated only by clients, no commissions or other compensation received
Main office location
Carlisle Financial Group, LLC
Carlisle MA, United States
Number of offices
1
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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