Skloff Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$114,000,135
Clients
444
6% 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
444
Very HighAverage account size
$256,757
About
Skloff Financial Group provides discretionary asset management, financial planning and retirement‑plan advisory services to individuals, charitable organizations, businesses and qualified retirement plans. Like many independent advisers, it charges advisory fees based primarily on assets under management and offers ongoing portfolio management and consulting engagements.
Investment programs are tailored to documented client objectives and implemented on a discretionary basis using fundamental and technical analysis, periodic rebalancing and at‑least‑quarterly account reviews. For defined‑contribution accounts the firm uses a third‑party “held‑away” platform to review and rebalance participant accounts while avoiding custody of client login credentials.
The firm manages over 400 client relationships and about $114 million in client assets, a client load that is uncommon among independent advisers. It also provides ERISA 3(21) and 3(38) pension consulting services and discloses affiliated insurance and wholesale activities that may result in external compensation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Cash flow / budgeting
General tax planning
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000.01 - $2,000,000: 1.25% annually $2,000,000.01 - $3,000,000: 1.00% annually $3,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01+: 0.50% annually
$400 per hour for financial planning services
Fee-only: $400 per hour for financial planning services
Main office location
Skloff Financial Group
Naples FL, United States
Number of offices
1
Most active in
Skloff Financial Group has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Massachusetts · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Wisconsin
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.
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