Artifex Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$311,963,427
Clients
311
Advisors
4
of 5 employees
About
Artifex Financial Group provides fee-only financial planning and investment management to a mix of individual clients (including high‑net‑worth individuals) and institutional clients such as retirement plans, trusts, and corporations. Its service menu includes comprehensive personal wealth management, stand‑alone investment management, 401(k) retirement consulting, project‑based and consulting services, tax preparation, and a virtual Wealth Club Network offering.
The firm integrates financial planning into its investment process, gathering client information through in‑depth interviews and documenting objectives in an investment policy statement before implementing mostly discretionary portfolios. Investment implementation emphasizes strategic asset allocation and global diversification with an instrument‑agnostic approach that may use mutual funds, ETFs, individual equities and fixed‑income, alternatives, and a mix of technical, cyclical, fundamental and charting analysis methods.
AFG is notable among peers for operating a Private Direct Investments (PDI) program that can result in clients paying performance‑based fees to non‑affiliated private funds (with the firm receiving a portion of such fees) and for requiring accredited and qualified client standards for participation. The firm also combines traditional advisory services with digital and sub‑advised offerings — including a Wealth Club Network delivered via a Betterment institutional arrangement and technology/services from FinLife Partners/United Capital — and discloses use of testimonials, endorsements and third‑party ratings in its marketing, with related conflicts and mitigation steps addressed in the brochure.
Client services
Expertise
Fee options
Project-Based Services: $2,500 per 90-day project; Tax Preparation Services: $750 to $2,000 depending on complexity; Fixed fees for Fiduciary and Non-Fiduciary Services determined on client-by-client basis.
$0 - $499,999.00: 1.25% $500,000.00 - $999,999.00: 1.00% $1,000,000.00 - $1,999,999.00: 0.75% $2,000,000.00 - $2,999,999.00: 0.50% $3,000,000.00 - $5,000,000.00: 0.25%
Up to $250 per hour for Consulting Services; Non-Fiduciary Services hourly rate up to $250/hr with $2,500 minimum.
Performance fees may be paid to non-affiliated private funds (PFs) in PDI Program; AFG receives portion of such fees.
Wealth Club Network Services: 0.50% annually of assets managed by AFG plus 0.25% to Betterment as sub-advisor.
Account minimum: $500,000.00 Minimum fee: $5,000 minimum annual fee for Personal Wealth Management Services Fee-only: Fee-only financial planning and investment management firm; no commissions accepted.
Main office
2305 Far Hills Avenue, Suite 206
Dayton OH 45419
Advisors at this office
4
Most active in
Ohio
Also doing business as
Artifex Financial Group, LLC · Artisan Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
Quick links
Advisors at this firm
Elizabeth B
Series 65
Dayton, OH
Artifex Financial Group, LLC
Elizabeth Bibeau Salinas is a financial advisor at Artifex Financial Group, LLC with a Series 65 license and two years of industry experience. She has worked at Artifex Financial Group since 2021 and has previously been employed at Soltis Investment Advisors and several other companies. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients, integrating financial planning into its investment process and emphasizing strategic asset allocation and global diversification. The firm operates a Private Direct Investments program and offers a combination of traditional advisory services with digital and sub-advised solutions.
Alexander B
Series 65
Dayton, OH
Artifex Financial Group, LLC
Alexander Browning is a financial advisor at Artifex Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Soltis Investment Advisors, Perry proTech, Cox Media Group, and Vivial, LLC. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients, integrating comprehensive financial planning with investment processes that emphasize strategic asset allocation and global diversification. The firm offers a range of services including retirement consulting, tax preparation, and a Private Direct Investments program requiring accredited client standards.
Darren H
Series 63, Series 66
Oakwood, OH
Artifex Financial Group, LLC
Darren Harp is a financial advisor with Artifex Financial Group, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Artifex Financial Group from 2007 to 2026 and has been with Soltis Investment Advisors, LLC since 2026. Artifex Financial Group provides fee-only financial planning and investment management services to individual and institutional clients, integrating financial planning into their investment process and emphasizing strategic asset allocation and global diversification. The firm is known for its Private Direct Investments program and combines traditional advisory services with digital and sub-advised offerings.
Douglas K
CFP®, Series 63, Series 65
Oakwood, OH
Artifex Financial Group, LLC
Douglas Kinsey is a CFP® with 22 years of industry experience. He has worked at Artifex Financial Group, LLC since 2007 and joined Soltis Investment Advisors, LLC in 2026. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients. The firm integrates comprehensive financial planning into its investment process, emphasizing strategic asset allocation and global diversification through a range of investment vehicles and analysis methods.
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