SENIOR ADVISORY GROUP, LLC

Overview

Senior Advisory Group, LLC is structured as a single-owner limited liability company that operates as a capital allocator and provides fee-based advisory services. The firm’s documented advisory activities emphasize financial planning and the selection of other advisers, which indicates it primarily constructs plans for clients and places assets or managers with third-party providers rather than running extensive in-house investment platforms. Its published fee structure lists fixed fees and other fee arrangements. Senior Advisory Group is not identified as an active ESG investor, is not presented as a multi-state adviser, and is not characterized as a pension consultant or related adviser. The firm also lists an affiliation with an insurance company, which aligns with its use of insurance products in client solutions.

Assets & Accounts

Investments & Alternatives