A complete list of active advisors currently associated with Blackston Financial Advisory Group, LLC

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

Blackston Financial Advisory Group provides ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm manages roughly $333 million for about 940 client relationships and offers discretionary and non‑discretionary investment services documented by an Investment Policy Statement for each client. The firm’s investment process draws on fundamental, quantitative and technical analysis and is implemented with a long‑term trading orientation; advisors commonly seek discretionary authority to execute trades on clients’ behalf. BFG limits its recommended investments to vehicles such as mutual funds, ETFs (including precious‑metal ETFs), fixed‑income securities, annuities, non‑U.S. securities and private placements, and requires clients to custody assets with Charles Schwab while providing monthly custodian reports. Notable differences from many peers include a formal fee‑sharing referral relationship with a named third‑party adviser (AE Wealth Management) and a disclosure that some representatives are licensed insurance agents who may offer commissionable products, which the brochure identifies as a potential conflict of interest. The brochure also states there is disciplinary information applicable to the firm, and BFG reports having no account minimum for its services.

To learn more about the advisors currently working at Blackston Financial Advisory Group, LLC, 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.