JPFG WEALTH MANAGEMENT, L.L.C.

Overview

JPFG Wealth Management, L.L.C. is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selecting other advisers on clients’ behalf. The firm charges fees on a percentage-of-AUM basis and supplements that with hourly and fixed-fee arrangements for planning or consultative work. Investment activity tilts toward publicly traded securities: the firm’s stated preference is equities and it allocates a material portion of assets to exchange-traded equities. JPFG acts as a capital allocator when appropriate, directing client capital to outside managers or vehicles, and maintains an affiliation with an insurance company that supports its use of insurance-based products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices