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The Green Group Finance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$727,050
Clients
5
20% high-net worth
Advisors
1
of 2 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
5
Very LowAverage account size
$145,410
About
The Green Group Finance serves a very small roster of clients, including individual investors and employer plan sponsors, and offers investment management, project-based financial planning, and retirement plan consulting. The firm operates on a fee-only basis and primarily uses percentage-of-AUM billing for ongoing investment management.
The firm’s stated investment process emphasizes modern portfolio theory and factor-based analysis (the Fama–French five-factor model), combining passive and active funds and offering socially conscious (ESG) options when requested. Portfolios are tailored to clients’ objectives and constraints, with discretionary trading authority disclosed in the brochure and quarterly reviews of accounts.
Noteworthy aspects include an affiliation with an accounting and tax practice owned by the firm’s principal, a relationship the brochure discloses as a potential conflict of interest with mitigation measures in place. The firm is atypically small for a supported advisory—one adviser, five clients and about $727,050 in AUM—while maintaining dual professional credentials (CFP and CPA) and having added retirement plan consulting and a shift to discretionary-only trading in recent disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
Fixed fees for project-based financial planning range from $1,000 to $5,000.
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $4,000,000: 0.45% $4,000,001 - $5,000,000: 0.35% $5,000,001+: Negotiable
$300 per hour for project-based financial planning services.
Fee-only: Investment management and financial planning services are fee-only; no commissions or sales-related compensation.
Main office location
The Green Group Finance, LLC
368 W. Pike St., Suite 205
Lawrenceville GA 30046, United States
Number of offices
1
Most active in
The Green Group Finance, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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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