Lampados Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and investors in investment funds managed by the firm. Its service offerings include comprehensive financial planning, investment analysis and portfolio construction, tax and risk-management coordination, estate planning support, and fund-level management for infrastructure-focused investments.
The firm applies a proprietary “Engineered Wealth” methodology that blends fundamental investment analysis with algorithmic cash-flow modeling to stress-test client financial positions across scenarios such as inflation, market volatility, and liquidity events. For individual accounts Lampados emphasizes diversified, long-term, and risk-aware strategies, while its fund work focuses on real-asset acquisition and capital deployment aimed at cash-flow stability and inflation sensitivity.
Noteworthy aspects include Lampados’s combined role as a fee-only fiduciary for planning clients and as investment manager to infrastructure-focused pooled vehicles, along with its use of quantitative, scenario-based cash-flow modeling in planning and portfolio construction. The firm discloses limited custody because of its authority to deduct advisory fees, does not charge performance-based fees, and reports it receives no third-party compensation.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
General retirement planning
Tax strategies for small businesses
Wealth management
Real estate investing
Fee options
Project-based financial planning fees are fixed fees agreed upon in advance.
Hourly charges reported as a fee type in SEC Part 1 but not specifically detailed in Part 2 brochure.
Ongoing financial planning provided under subscription or retainer-based arrangements with fees up to $25,000 annually depending on complexity and scope.
Fee-only: Ongoing financial planning fees charged as subscription or retainer-based arrangements; project-based financial planning with fixed fees agreed upon in advance; investment management assessed as a percentage of assets under management; no commissions or third-party compensation received.
Main office location
Lampados Financial Group, LLC
5049 Edwards Ranch Rd, Suite 400
Ft Worth TX 76109, United States
Number of offices
1
Most active in
Lampados Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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