Award Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Award Financial Group provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities. Services listed in the firm brochure include direct portfolio management (including participation in Orion Portfolio Solutions and the potential use of sub‑advisors), full financial plans, and limited‑scope consulting on individual topics.
The firm tailors investment programs to each client’s stated goals, time horizon and risk tolerance and uses fundamental, technical and charting analysis with strategies that can include long‑ and short‑term positions, options and margin where appropriate. Accounts are managed on a discretionary basis with quarterly reviews, rebalancing and periodic attention to tax‑loss harvesting and other portfolio maintenance activities; the firm also discloses that Orion and third‑party sub‑advisors may be used to implement models.
Noteworthy disclosures include that the firm’s principal is a licensed insurance agent and may receive commission compensation for insurance products (approximately 30% of the principal’s time is spent on those activities), and the principal reports a substantial affiliation with another advisory firm (approximately 60% of time) plus other outside business activities such as a real‑estate license and ownership of an agricultural property. The firm’s ADV also reports no assets under management and no active clients at the time of filing and states that it does not vote client proxies, items prospective clients may want to consider when evaluating conflicts of interest and oversight.
Client services
Expertise
Fee options
1.00% annually, flat fee across all asset levels
Financial planning charged at $250 per hour
Main office
9700 Cosumnes Road
Wilton CA 95693
Advisors at this office
1
Most active in
California
Also doing business as
Award Financial Group · Brent A. Ward Financial & Insurance Services, Inc.
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
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