E2I Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,514,232
Clients
96
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
96
Very HighAverage account size
$328,273
About
E2i Financial Group, LLC serves primarily individual clients—notably those age 50 and over—and also works with high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or broad-based financial planning on an hourly basis covering retirement, tax, estate, risk management, education funding, and investment planning, and it provides asset-management services tied to clients’ financial plans.
The firm’s process begins with a risk questionnaire and the preparation of written Investment Policy Statements or guidelines, and it uses third‑party registered investment advisors (via co‑advisor agreements) to implement tactically managed mutual fund and ETF allocations; clients may specify blends or accept the firm’s discretionary mix of those managers. Financial planning engagements typically conclude after delivery unless amended, and reviews are available on an annual or as‑needed basis.
What distinguishes this firm from many solo independent advisors is that an investment adviser representative affiliated with the firm also operates an insurance agency and may recommend and sell insurance products for commissions, a conflict disclosed in the brochure. The firm also accepts pension and profit‑sharing plan clients and provides pension‑related consulting, and it documents formal co‑advisor and solicitor/referral arrangements with other RIAs rather than sponsoring wrap programs.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
Income planning
Demographic focus
Approaching retirement
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.40% annually $2,000,001 - $5,000,000: 1.30% annually $5,000,001+: 1.20% annually
May receive commission from insurance products if purchased through the firm
$250 per hour for financial planning and consulting services
Fee-only: Hourly fee of $250 per hour for financial planning and consulting services
Main office location
E2I Financial Group, LLC
13850 Ballantyne Corp Place, Suite 500
Charlotte NC 28277, United States
Number of offices
2
Most active in
E2I Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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