The Financial Advisory Group

Overview

The Financial Advisory Group is a privately owned corporate advisory practice that combines insurance brokerage with fee-based financial planning. The firm is individually owned and operates on non-discretionary fee arrangements, charging clients on an hourly or fixed-fee basis rather than collecting asset-based management fees. FINTRX characterizes the firm as not serving as a capital allocator; its primary activities are insurance distribution and delivering financial planning services. The firm does not identify as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Location & Offices