Daus Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$270,510,000
Total clients
327
27% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
109
Average account size
$827,248
About
Daus Financial Group provides investment advisory and financial planning services to individual and high-net-worth clients, including portfolio management, retirement plan consulting as a 3(21) fiduciary, and access to private (alternative) investments for accredited investors. Services are delivered by the firm’s investment advisory representatives and through third-party platforms and managers (Envestnet and selected third-party advisors).
The firm describes a tailored approach that incorporates asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchase strategies, and it generally implements advice on a non-discretionary basis; as of February 2026 the firm reports $270.51 million in non-discretionary AUM and no discretionary AUM. Daus may also recommend third-party managers who accept discretionary authority over portions of client accounts, and the firm does not charge performance-based fees.
Distinctive features disclosed in the brochure include the firm’s use of testimonials and advertising of predecessor performance, and that its representatives are licensed insurance agents who may offer commissionable insurance products (representatives spend under 10% of their time on insurance activities). The firm is a small team (three advisors) overseeing over $270 million in primarily non-discretionary assets despite recent SEC registration (established March 2023), a combination that is uncommon among peers.
Client services
Expertise
Fee options
Fixed financial planning fees range from $1,500 to $50,000, depending on scope and complexity.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.15% $4,000,001 - $9,000,000: 1.00% $9,000,001 - $14,000,000: 0.85% $14,000,001+: 0.65%
Hourly financial planning fees range from $250 to $1,000 per hour, depending on negotiation and complexity.
Account minimum: $100,000 Minimum fee: Minimum annual fee per household ranging between $2,500 and $7,500, based on the program invested in and disclosed in the client agreement. Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $50,000 or hourly fees ranging from $250 to $1,000 per hour, depending on negotiation and complexity.
Main office location
Daus Financial Group, LLC
487 South Drake Road, Suite A
Kalamazoo MI 49009, United States
Number of offices
1
Most active in
Florida · Illinois · Indiana · Michigan · Texas · Wisconsin
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.
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