Definitive Advisor Group, LLC

The firm provides non‑discretionary investment advisory and financial planning services, along with market research, training, and reviews of investment procedures and internal controls. Although registered as an investment manager, it intends to serve a mix of client types — including individuals (both non‑high‑net‑worth and high‑net‑worth), charitable organizations, small businesses, estates, and trusts — rather than exclusively pooled or institutional accounts.

The firm emphasizes capital preservation and goal‑oriented planning, using both fundamental and technical analysis and delivering written financial plans with ongoing subscription options or standalone hourly engagements. It generally charges fixed subscription or hourly fees rather than relying on traditional percentage‑of‑assets‑under‑management billing, and it may select and monitor unaffiliated discretionary managers on clients’ behalf after conducting due diligence.

The brochure discloses a past criminal matter involving the firm’s principal that was resolved through deferred adjudication and later dismissed, which the firm discloses in its disciplinary section for prospective clients to review. The firm also maintains a documented digital‑assets program (limited to Bitcoin, Ethereum, and Solana with conservative allocation guidelines), and it discloses that it receives ongoing compensation from some third‑party managers it recommends — factors that differ from many peers in its category.