T
The Financial Network Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,500,000
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$550,000
About
The Financial Network Group, Legacy Advisers provides investment advisory and financial planning services to individuals (including both non‑HNW and high‑net‑worth clients), trusts, estates, and small business entities. Offerings described in the brochure include portfolio management, budgeting and cash‑flow planning, legacy and estate planning, and related financial-management and tax/accounting support delivered in coordination with an affiliated accounting entity.
The firm describes a structured, five‑phase advisory process and generally follows a buy‑and‑hold investment approach, with advisory fees charged on an asset‑based basis and billed in arrears. It accepts both discretionary and non‑discretionary mandates and reports managing about $5.5 million in client assets with less than half handled on a discretionary basis, meaning many transactions require client approval.
Compared with peers, the firm is notable for combining a solo advisory practice with affiliated accounting and tax services through PRL Associates and for the principal’s long background in large financial institutions and audit/accounting roles. The brochure also notes that the adviser routinely recommends custodians, does not act as a broker‑dealer or provide custodial services itself, and may receive software or platform access via soft‑dollar arrangements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
General estate planning guidance
Fee options
Flat fees may be agreed upon and set forth in client agreement; minimum fee $500 per annum for accounts under $50,000
$50,000+: up to 1% of assets under advisory management
$150 per hour for financial planning and management services or agreed flat fee set in client agreement
Account minimum: $50,000 Minimum fee: $500 per annum or $125 per quarter for clients with under $50,000 in assets under advisory management Fee-only: Fee-based only investment advisory and financial planning services; no commissions or similar compensation received
Main office location
The Financial Network Group
Milton MA, United States
Number of offices
1
Most active in
The Financial Network Group has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Forms ADV
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