PF Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,350,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
34
12% 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
34
TypicalAverage account size
$892,647
About
PF Wealth Management Group provides investment management, comprehensive financial planning and implementation, estate plan support (including use of the Wealth.com platform), insurance placement, and specialized exit planning services for business owners. Its client base includes individuals and business owners as well as institutional clients such as group retirement plans, pension or profit‑sharing plans, and charitable organizations.
The firm generally operates on a non‑discretionary basis and reported approximately $35,979,719 in non‑discretionary assets under management as of December 31, 2025. It relies on a third‑party account administrator, Focus Partners Advisor Solutions, to implement asset‑class allocation programs that utilize no‑load mutual funds (including SA Funds and DFA funds), and financial implementation plans are tailored to clients’ values, risk tolerance, and life goals.
Compared with many peers, PF Wealth combines pension consulting and employee benefit plan services for institutional and nonprofit clients with insurance brokerage activity—advisors are licensed to sell life and long‑term care insurance and may receive compensation in that capacity. The firm also offers an Exit to Impact Plan™ that integrates business exit strategy with philanthropic legacy planning, conducts educational seminars through its back‑office partner, and discloses a past self‑regulatory censure that was resolved in 2003.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business exit / sale strategy
General retirement planning
Wealth management
Long-term care insurance
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial Implementation Plan up to $10,000 based on complexity; Initial consultation fee $500 (waivable); Initial Exit Readiness Service fee $2,500 (waivable)
$0 - $1,000,000: 1.500% per annum $1,000,001 - $2,000,000: 1.000% per annum $2,000,001 - $3,500,000: 0.875% per annum $3,500,001 - $5,000,000: 0.750% per annum $5,000,001 - $10,000,000: 0.625% per annum $10,000,001 - $15,000,000: 0.575% per annum $15,000,001 - $20,000,000: 0.550% per annum $20,000,001 - $25,000,000: 0.500% per annum $25,000,001+: 0.450% per annum
$550 per hour
Minimum fee: $12,000-$40,000 annually depending on complexity Fee-only: Financial planning fees $12,000-$40,000 annually; hourly fees $550/hour; estate planning support $500-$2,000; Financial Implementation Plan up to $10,000; The Exit to Impact Plan $15,000-$50,000 plus ongoing fees $40,000-$50,000 annually or 1.5% of transaction cost
Main office location
PF Wealth Management Group, LLC
1970 Broadway, Suite 525
Oakland CA 94612, United States
Number of offices
1
Most active in
PF Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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