Layne Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,000
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$25,000
About
Layne Financial Group is a single-advisor independent registered investment adviser that provides discretionary asset management and wealth planning to a selective mix of individual clients and institutional sponsors, including corporate retirement plans, nonprofit reserves and charitable organizations. The firm also offers pension and nonprofit consulting and standalone financial planning on an hourly basis.
The firm’s investment process emphasizes dynamic asset allocation built on a factor‑based, academic evidence approach and may implement strategies using stocks, bonds, mutual funds, ETFs and third‑party sub‑advisors or managers under written agreements. Portfolios are managed under discretionary authority as agreed with clients, and certain managed strategies are described as being developed for institutional and investment‑advisor clients rather than typical retail access; custody and trading services are provided via an institutional custodian relationship.
Distinctive for a firm of this size, Layne Financial Group combines institutional‑style services—pension/nonprofit consulting and management of plan assets on a non‑discretionary basis—with the use of sub‑advisors and the potential to act as an investment manager to funds, arrangements the brochure discloses as creating potential conflicts of interest. The brochure also notes referral relationships with local accounting and law firms and receipt of institutional platform services from its custodian, items clients should consider when evaluating the firm.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Fee options
One-time planning fee base $500 plus hourly fees
$0 - $500,000: 0.75% (Wealth Planning and Financial Management) $500,001 - $1,000,000: 0.65% (Wealth Planning and Financial Management) $1,000,001 - $2,000,000: 0.55% (Wealth Planning and Financial Management) $2,000,001+: 0.45% (Wealth Planning and Financial Management) $0 - $500,000: 0.55% (Pension & Nonprofit Consulting) $500,001 - $1,000,000: 0.50% (Pension & Nonprofit Consulting) $1,000,001 - $2,000,000: 0.45% (Pension & Nonprofit Consulting) $2,000,001+: 0.40% (Pension & Nonprofit Consulting)
$250/hr to $450/hr for financial planning services
Fee-only: Hourly rates from $250 to $450 for financial planning services
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Main office location
Layne Financial Group
4 Nancy Lane
Barboursville WV 25504-1164, United States
Number of offices
1
Forms ADV
Quick links
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