FINANCIAL DESIGN GROUP, LLC

Overview

Financial Design Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, operating on a percentage-of-assets-under-management fee model. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Public mutual funds are the dominant vehicle in client portfolios, but the firm supplements those holdings with third‑party alternative fund allocations and packaged insurance products where appropriate. The firm does not position itself as a capital allocator; instead it places client assets with external managers when pursuing alternatives exposure. Financial Design Group is not an active ESG investor and is not registered as a multi‑state adviser. The Snapshot shows SEC registration in 2025.

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Investments & Alternatives

Location & Offices