The Linkous Group, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,195,312
Clients
88
82% 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
88
Very HighAverage account size
$627,219
About
The Linkous Group serves individual clients, including high‑net‑worth individuals, and provides asset management, comprehensive portfolio management, financial planning and consulting, portfolio monitoring, and retirement/employee benefits plan services. Its offerings range from tailored portfolio construction and ongoing supervision to consultative reviews of outside accounts and plan‑level advice.
The firm emphasizes passive, asset‑class investing when suitable—routinely recommending Dimensional Fund Advisors funds—and builds individualized portfolios that are reviewed at least quarterly. Advice is delivered primarily on a non‑discretionary basis: the firm proposes allocations and transactions and obtains client approval prior to execution, with approvals documented in its client relationship system.
Compared with peers, the firm is notable for its dual affiliations with a broker‑dealer custodian and insurance activities—its representatives are registered with LPL Financial and also offer insurance products—which can create conflicts different from many independent solo advisers. It also manages virtually all assets on a non‑discretionary basis and charges advisory fees for consultative portfolio monitoring of outside accounts, practices that are relatively uncommon in this category.
Client services
Financial planning
Portfolio management
Retirement or employee benefits plan services
Retirement or employee benefits plan services
Expertise
Passive / index investing
Fee options
Flat fees charged for financial planning and consulting services; generally negotiable
Commissionable securities sales through LPL Financial; may receive commissions and trail fees
Hourly advisory services fee of $250 per hour with a minimum charge of $2,500
Account minimum: $100,000 Minimum fee: Minimum fee of $2,500 for written financial plans Fee-only: Hourly fees of $250 with a minimum charge of $2,500; fees generally negotiable
Main office location
The Linkous Group, Ltd.
13225 N. Verde River Dr., Suite 203
Fountain Hills AZ 85268, United States
Number of offices
1
Most active in
The Linkous Group, Ltd. has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
Forms ADV
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