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Jeffrey A. Drayton Financial Group, Inc.

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Client assets under management

$25,754,228

Clients

51

10% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

17

Very Low

Average account size

$504,985

About

Jeffrey A. Drayton Financial Group serves individual clients across a range of wealth levels, including high‑net‑worth individuals, as well as trusts, estates, small businesses, foundations and charitable organizations. The firm provides financial planning, periodic investment consultation, discretionary portfolio management, and individual federal and state income tax preparation.

The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in efficient markets, with a primary emphasis on asset allocation and diversification implemented through low‑cost, widely traded ETFs and no‑load mutual funds. As a fee‑only fiduciary, the firm tailors target portfolios to client objectives and may selectively include actively managed funds for asset classes where the adviser perceives market inefficiencies, such as emerging markets.

Noteworthy for a firm of its size, the adviser emphasizes client education — offering a complimentary initial interview, ongoing education about client holdings, and leveraging custodial‑sponsored educational events and conferences. The firm also combines tax preparation services with financial planning and draws on professional credentials in financial planning, divorce financial analysis, and tax representation (EA), which informs work with clients facing divorce, tax filing complexities, or small‑business planning.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Fee options

Percentage

$0 - $2,500,000: 0.85% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.45% $10,000,000+: 0.25%

Project-based

$250 per hour for Financial Planner/Investment Adviser; $60 per hour for Administrative Support

Other

Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee or management fees on assets of $250,000 or more Fee-only: Fee-only financial planning and investment advisory; no commissions or referral fees

Main office location

Jeffrey A. Drayton Financial Group, Inc.

11670 Fountains Dr, Ste 200

Maple Grove MN 55369, United States

Number of offices

1

Most active in

Minnesota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeffrey D

CFP®, Series 66

Maple Grove, MN

Jeffrey A. Drayton Financial Group, Inc.

Jeffrey Drayton is a CFP® with 11 years of industry experience and is principal of Jeffrey A. Drayton Financial Group, Inc. He previously worked at Garrett Investment Advisors and Thrivent Financial. He also serves as a contract instructor for Certified Financial Planning courses at Minnesota State University, Mankato. His firm provides comprehensive financial planning and portfolio management to a small, primarily individual client base that includes high-net-worth clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term asset allocation and diversification using low-cost ETFs and no-load mutual funds, and it integrates tax services and divorce-related financial expertise alongside investment advice.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
user avatar

Deanna C

Series 65

Maple Grove, MN

Jeffrey A. Drayton Financial Group, Inc.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
user avatar

Terrence H

Series 65, Series 66

Maple Grove, MN

Jeffrey A. Drayton Financial Group, Inc.

Terrence Hassanally is a financial advisor at Jeffrey A. Drayton Financial Group, Inc. with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including U.S. Bancorp Investments, Commonwealth Financial Network, and Waddell & Reed. Outside of his advisory role, he owns Veta Financial, LLC, providing accounting and bookkeeping services to non-profit organizations, and serves as Financial Administrator for St. Peter's Lutheran Church. Additionally, he is the Operations Director for Minnesota Soccer, managing referee certification and related activities. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm employs a long-term, diversification-focused investment approach based on Modern Portfolio Theory, integrating tax services and divorce-related financial expertise alongside investment advice.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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