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The Jaffee Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,011,780
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
13% 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
32
TypicalAverage account size
$437,868
About
The Jaffee Financial Group, Inc. is a single-advisor registered investment adviser that primarily serves individual clients — including a number of higher-net-worth households — and also works with businesses, trusts, estates, charities and pension or profit‑sharing plans. The firm provides comprehensive financial planning and discretionary portfolio management along with investment analysis, retirement and education planning, and related insurance and tax‑oriented services; it manages roughly $14 million for about 30 clients.
The firm’s investment approach emphasizes Modern Portfolio Theory, long-term purchase strategies and asset‑class diversification, employing stocks, bonds, mutual funds, ETFs and government securities to build portfolios. JFG tailors recommendations to each client’s financial situation and risk tolerance, monitors accounts continuously with formal annual reviews, and generally avoids frequent trading.
Noteworthy features include the firm’s affiliation with an accounting (CPA) practice and the provision of insurance product sales through a licensed agent, creating a multi‑service offering that combines tax/accounting, insurance and investment advice. The firm also accepts pension and profit‑sharing plan clients and discloses prior regulatory actions related to filing and discretionary‑authority matters.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Fee options
Written financial plan fees range from $500 to $2,500, negotiable based on complexity
$0+: .50% +: 2%
$100 to $250 per hour
Main office location
The Jaffee Financial Group, Inc.
9720 Stirling Road, Suite 212
Cooper City FL 33024, United States
Number of offices
1
Most active in
The Jaffee Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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