Orchard Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,745,794
Clients
63
30% high-net worth
Advisors
1
of 2 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
63
HighAverage account size
$345,171
About
Orchard Financial Group serves individuals (including high‑net‑worth clients), charitable organizations, and corporate clients, providing tailored investment advisory services and a range of financial planning engagements. The firm also offers employer‑facing services, including employee benefit plan consulting and options for one‑on‑one participant advice.
OFG constructs individualized investment policies and manages discretionary portfolios using a combination of passive and active strategies, applying fundamental, technical, and charting analysis as part of its process. The firm may engage third‑party outside managers (TAMPs) for portfolio implementation and conducts periodic reviews to assess suitability and any client‑imposed restrictions.
Noteworthy operational features include educational outreach — OFG regularly offers speaking engagements and employer financial‑wellness seminars and workshops as part of its service suite — and an optional Fiduciary Adviser service for plan participants. The firm also discloses that it does not provide written portfolio reports to wealth management clients and identifies specific custodians it commonly recommends for account custody and execution.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project Based Financial Planning fixed fee $1,650 to $15,000; Speaking engagements up to $500/hour; Benefit Package Consulting $1,000 to $10,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.45%
$400 per hour for Financial Planning services
Minimum fee: $6,000 annual minimum fee for Comprehensive Financial Planning service Fee-only: Financial Planning fees range from $1,500 to $15,000; Hourly Financial Planning at $400/hour; Project Based Financial Planning $1,650 to $15,000; Speaking engagements up to $500/hour; Benefit Package Consulting $1,000 to $10,000
Main office location
Orchard Financial
98 San Jacinto Blvd #400
Austin TX 78701, United States
Number of offices
1
Most active in
Orchard Financial 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.
-
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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