Artifex Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Artifex Advisory Group provides fee-based investment management and financial planning to individuals and high-net-worth clients, and also advises pension, profit-sharing and other employer-sponsored retirement plans. The firm supplements advisory services with public seminars and sells annuities and other insurance products for separate commissions.
Portfolios are managed on a discretionary basis with investment policy statements that document goals, time horizons and risk tolerance; the firm uses both fundamental and technical analysis and conducts quarterly account reviews (more often when market conditions warrant). For retirement plans the firm offers ERISA-plan services including development of IPS documents, participant education and, in some cases, acting as a 3(38) investment manager with responsibility for selecting and monitoring plan investment options.
Distinctive aspects include the combination of pension consulting/plan fiduciary services and a licensed insurance practice (the brochure discloses the principal spends roughly 10% of time on insurance sales), a mix that the firm identifies as a potential conflict and addresses through disclosure and client options to obtain products elsewhere. The firm bills asset-management fees as a percentage of AUM, offers financial planning on hourly or fixed-fee terms, and discloses an account minimum that it may waive at its discretion.
Client services
Expertise
Fee options
Financial planning services fixed fees between $1,000 and $5,000
$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Annuities and insurance products sold separately for typical commissions or fees
Financial planning services hourly fee of $200 per hour
Account minimum: $50,000 Fee-only: Hourly fee of $200 per hour or fixed fees between $1,000 and $5,000 for financial planning services
Main office
2500 Regency Parkway
Cary NC 27518
Advisors at this office
1
Most active in
California · Louisiana · North Carolina · 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")