A complete list of active advisors currently associated with AKG Financial Group

Warmer can help you find a great advisor at AKG Financial Group or one who fits your needs even better.

AKG Financial, LLC provides portfolio management and financial planning to individual and high-net-worth clients. The firm is a fee-only registered investment adviser and primarily charges percentage-of-assets-under-management fees for discretionary investment management. AKG develops individualized investment policies and implements them on a discretionary basis, applying fundamental and technical analysis within a Modern Portfolio Theory framework and typically holding positions for the long term across stocks, bonds, mutual funds, ETFs, and government and municipal securities. Financial planning is offered both as ongoing engagements and as project-based plans, covering retirement, estate, tax, insurance, cash-flow, and college-savings topics. The firm’s size and structure are notable: two advisors manage roughly $90 million for 24 clients, producing relatively high assets per client and a focus on tailored services, and AKG requires client accounts to be custodied at Charles Schwab while disclosing receipt of institutional services from that custodian. Ownership and governance are also uncommon for a firm this size — an irrevocable family trust holds an 80% interest while the other principal holds 20% — and one principal serves as the firm’s chief compliance officer and holds the CFP® designation.

To learn more about the advisors currently working at AKG Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.