Indian River Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
73
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
73
Very HighAverage account size
$0
About
Indian River Financial Group, Inc. is a single-advisor SEC‑registered firm led by Paul B. Miller that provides comprehensive financial planning, investment consulting, and introductions to independent third‑party portfolio managers; the brochure cites roughly 73 client relationships and about $26.29 million in assets under advisement. The firm offers coordinated and targeted financial planning engagements and discovery meetings to develop written plans and implementation checklists.
Rather than managing individual portfolios directly, Indian River’s investment process centers on matching clients to independent Portfolio Managers under co‑advisory or referral/solicitation arrangements, and it commonly uses the AssetMark turnkey platform for manager access and reporting. The firm follows a five‑phase CFP‑aligned planning process (Discovery, Gathering, Solutions, Implementation, Management) and monitors manager performance but does not conduct day‑to‑day trading or take discretionary custody of client assets.
Compared with most independent solo advisers, Indian River does not provide in‑house portfolio management for individual accounts and appears oriented toward clients who meet account and planning thresholds (the brochure discloses a typical managed‑account minimum of $50,000 and tiered planning fees). The brochure also discloses that the principal is a licensed insurance agent and that the firm may receive AssetMark business‑development allowances and insurance commissions, which it identifies as potential conflicts to consider when evaluating manager or product recommendations.
Client services
Financial planning
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Business succession planning
General estate planning guidance
Occupation focus
Retired
Fee options
Financial planning fixed fees ranging from $1,500 to $4,500 initial fee based on investment net worth, plus annual fees from $500 to $1,500.
$0 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $4,000,000: 0.85% annually $4,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.75% annually
Certain management persons are licensed insurance agents and may earn commissions from the sale of insurance products.
Targeted financial planning fees billed at $195 per hour.
Account minimum: $50,000 minimum initial investment to open a managed account, but the firm retains the right to waive or reduce this minimum. Fee-only: Financial planning fees offered as fixed fees or hourly rates.
Main office location
Indian River Financial Group, Inc.
1615 South Congress Avenue, Suite 103 #16879734
Delray Beach FL 33445, United States
Number of offices
1
Most active in
Indian River Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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
Quick links
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