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The Fintel Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$0
About
The Fintel Group, LLC provides fee-only financial planning and business administrative consulting to individuals, couples, and small businesses, offering comprehensive and modular planning engagements tailored to clients’ goals. The firm states it has no asset minimums and delivers fixed-fee comprehensive plans as well as hourly modular and ongoing support.
The firm’s investment guidance emphasizes long-term, buy-and-hold strategies, asset diversification, dollar-cost averaging, and the use of low-cost mutual funds, with advice tailored to a client’s age, risk tolerance, time horizon, and financial resources. Typical planning engagements run one to three months and include implementation support during the engagement; ongoing work after plan delivery is billed hourly.
Compared with many independent advisors, The Fintel Group does not provide portfolio management, custody, discretionary trading, or percentage-of-AUM and performance-based fee arrangements, instead focusing on written plans and consulting for fixed fees and hourly charges. The owner maintains full-time employment outside the firm, holds a Virginia health/life/annuity examination, and the firm notes it does not accept commissions; it also offers occasional educational workshops and business consulting services.
Client services
Financial planning
Educational seminars or workshops
Consulting
Expertise
General retirement planning
Income planning
General tax planning
Debt management
Fee options
Comprehensive financial plan: $2,500 for single tax filers; $3,000 for all other tax filers
$249 per hour, computed in quarter-hour increments
Fee-only: Comprehensive financial plan: $2,500 for single tax filers; $3,000 for all other tax filers; Hourly fee for modular planning and consulting: $249 per hour
Main office location
The Fintel Group LLC
Montclair VA, United States
Number of offices
1
Most active in
The Fintel Group LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
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:
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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.
Forms ADV
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