Washington Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$119,042,191
Total clients
213
29% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
107
Average account size
$558,884
About
Washington Financial Group, Inc. provides portfolio management, financial planning, and estate planning services primarily to individual and trust clients and manages roughly $119 million in discretionary assets. The firm also offers insurance products and separately managed account solutions, and implements trades through in-house portfolios as well as third‑party money managers.
WFG follows a dynamic asset allocation process that begins with a risk tolerance analysis to create a client‑specific asset and funds allocation and typically favors long‑term equity exposure. The adviser selects third‑party managers (including platforms such as Envestnet and Schwab Institutional) using quantitative and qualitative criteria — including YTD, multi‑year and since‑inception returns, best/worst quarters and years, and various risk‑return statistics — and may overweight sectors or styles for 12–18 month tactical periods.
Compared with many peers, WFG combines registered investment advisory services with insurance brokerage activity and accepts commissionable business for insurance and certain investment products; the brochure discloses that 12b‑1 and distribution fees may be credited toward advisory fees in some cases and that fees can be waived when commissionable products are sold. The firm also regularly relies on and introduces clients to other investment advisers and third‑party managers, documenting detailed manager performance and risk metrics as part of its manager‑selection and client communications.
Client services
Expertise
Fee options
Flat fees range from $1,000 to $10,000 annually depending on scope; negotiable based on case size and complexity.
$0 - $250,000: 1.00% annually or a negotiated flat fee $250,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.25% annually
Commissions from sale of financial and insurance products; commissions may offset advisory fees with client written agreement; no offset from insurance product commissions.
$200 per hour for financial and/or estate plan analysis; $150 per hour for other advisory and administrative services.
Account minimum: $250,000 Minimum fee: Typically, if the account does not meet the $250,000 minimum, fees will be the highest of 1% annually or a flat dollar amount as agreed. Fee-only: Flat fees typically range from $1,000 to $10,000 annually depending on service scope; one-time plans $1,000 to $3,000; ongoing comprehensive services $2,000 to $9,000+ per year.
Main office location
Washington Financial Group, Inc.
832 Main Street, 2 Nd Floor
Osterville MA 02655, United States
Number of offices
4
Most active in
Louisiana · Massachusetts · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")