A
Advisor Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,538,483
Clients
16
56% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$1,658,655
About
Advisor Financial Group provides wealth management and investment advisory services to individuals, professional persons, executives, businesses, trusts, estates, and charitable organizations. Services are offered on a non‑discretionary, percentage‑of‑assets basis and the firm does not take custody of client funds or securities.
The firm emphasizes a multi‑asset‑class, multi‑manager approach with a generally long‑term orientation while considering short‑term strategies where appropriate. It prepares a Portfolio Rebalancing Table, evaluates and recommends portfolio managers and investment vehicles, and conducts monthly account reviews, but does not implement trades without client authorization.
What is distinctive is that nearly all client assets are managed on a non‑discretionary basis — about $26.5 million as of December 31, 2025 — which leaves trading and execution under client control rather than delegated to the advisor. The firm’s principal brings decades of industry experience and professional designations (CFP, AAMS, CRPC), and the firm seeks to apply institutional‑level analysis and manager selection for retail clients.
Client services
Portfolio management
Expertise
Wealth management
Occupation focus
Executive
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.80% annually $2,500,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000+: 0.50% annually
Main office location
Advisor Financial Group
Lincoln AL, United States
Number of offices
1
Most active in
Advisor Financial Group has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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
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