Responsive Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,949,059
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
43
16% 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
43
HighAverage account size
$1,068,583
About
Responsive Financial Group, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, families, trusts, estates, corporations, foundations and retirement plans. The firm also works with high-net-worth clients and offers specialty consulting engagements for professional associations and other institutions.
Investment management is delivered through model-based “Risk Adjusted Portfolios” (RAPs) organized around eight Management Styles, with the firm making strategic and limited tactical adjustments to manage downside exposure while retaining risk assets for return potential. Portfolios may be customized, managed across different custodial platforms, and supplemented by selected independent or third‑party managers when appropriate.
Compared with many peers, the firm routinely accepts engagements with pension and profit-sharing plans and provides pension consulting and ERISA plan services, including constructing RAPs for use as plan Designated Investment Alternatives and performing ongoing selection and monitoring of plan investment options. It also provides participant education and workshops and, with compliance approval, reviews certain private placement opportunities for qualified clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Wealth management
Fee options
Flat fee for consulting, speaking, teaching or travel engagements: $3,000 per day
Senior Advisor: $500/hour; Portfolio Manager or Financial Planner: $225/hour; Support Staff: $100/hour
Account minimum: $1,000,000 Minimum fee: Minimum fees range from $1,200 to $6,000 per quarter depending on complexity; initial fees range from $1,200 to $12,000 Fee-only: Investment advisory fees are asset-based plus minimum fees; no commissions accepted
Most active in
Responsive Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois · 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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