Access Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Access Financial Group provides discretionary asset management and financial planning to individuals (including high-net-worth and non-HNW clients), charitable organizations, and small businesses. The firm reports managing about $39.3 million for roughly 163 clients and offers advice across a broad set of investments as well as guidance on retirement account rollovers.
The firm typically tailors portfolios to individual goals and grants discretionary trading authority, using a mix of fundamental (buy-and-hold leaning) and technical analysis sourced from multiple research vendors; account reviews are conducted at least quarterly and financial plans are updated as circumstances change. Fees are charged as a percentage of AUM and the firm may aggregate household accounts for fee breakpoints, while also providing fixed-fee financial planning engagements.
A distinctive aspect of the firm is its affiliation with a licensed insurance agency under common ownership, and associated persons are licensed insurance agents who may receive separate commission-based compensation for insurance sales, a conflict disclosed in the brochure. For a small, supported adviser, the firm also advises on more complex products (variable annuities, options, leveraged ETFs) and discloses that a principal has reported past arbitrations on his Form U4, with details available on the IAPD.
Client services
Expertise
Fee options
Financial planning services fixed fee ranging generally between $1,500 and $5,000, payable upon completion and negotiable.
$0 - $250,000: 2.25% $250,000 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,000 - $2,000,000: 1.50% $2,000,000+: 1.00%
Commission-based compensation earned from sale of insurance products by licensed insurance agents affiliated with the firm.
Account minimum: No stated minimum to open an account; however, the firm may terminate accounts it deems too small to manage effectively.
Main office
See office1981 County Road SE 4250
Mount Vernon TX 75457
Advisors at this office
1
Offices (2)
Most active in
Louisiana · Oklahoma · Texas
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mark S
Series 63
Mount Vernon, TX
Access Financial Group, LLC
Mark Sachse is a financial advisor at Access Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has held leadership roles including CEO at Access Financial Group, Inc. and Access Financial Group, LLC. Outside of his advisory work, he owns an independent insurance agency and an estate planning business. Access Financial Group provides discretionary asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm combines fundamental and technical analysis to tailor portfolios, conducts regular account reviews, and offers advice on a broad range of investments including retirement rollovers.
Garrett P
Series 66
Katy, TX
Access Financial Group, LLC
Garrett Pool is a financial advisor with Access Financial Group, LLC in Katy, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Access Financial Group in 2021. Outside of his advisory role, Garrett referees high school basketball games with the Fort Worth Basketball Officials Association. Access Financial Group provides discretionary asset management and financial planning to individuals, charitable organizations, and small businesses. The firm manages approximately $39.3 million for about 163 clients, tailoring portfolios using a combination of fundamental and technical analysis and offering regular account reviews and updated financial plans.
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