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Bond Financial Group, Inc.

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Client assets under management

$54,912,691

Clients

191

6% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

96

High

Average account size

$287,501

About

Bond Financial Group provides investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $54.9 million on a discretionary basis for about 191 client relationships and offers services that include retirement planning, estate planning, cash‑flow and debt analysis, and risk‑management reviews.

The firm implements client portfolios by selecting and monitoring unaffiliated sub‑advisers and institutional managers, using individualized investment policy statements to set asset allocation targets and client‑specific restrictions. Bond relies on a hosted third‑party platform (FocusPoint Solutions) to access niche and institutional strategies and performs ongoing due diligence on those managers; it generally retains discretionary authority over hiring/firing sub‑advisers and portfolio decisions.

Uncommon features noted in the firm’s brochure include the offering of no‑charge educational seminars for groups and the fact that firm personnel are licensed to sell life and health insurance and may receive commissions for those product sales, with disclosures acknowledging the potential conflict and that such commissions do not offset advisory fees. The firm’s operational use of a third‑party hosting platform and manager conferences to broaden access to specialized allocations is a practice less typical for peers of similar size.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance General retirement planning

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Fee options

Fixed

Fixed fee for financial planning ranging from $500 to $5,000, negotiable

Percentage

$0 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.65% $1,000,000.01 - $1,500,000: 1.55% $1,500,000.01 - $2,000,000: 1.45% $2,000,000.01 - $2,500,000: 1.35% $2,500,000.01 - $3,000,000: 1.25% $3,000,000.01 - $3,500,000: 1.15% Above $3,500,000.00+: Negotiable

Project-based

$250.00 per hour, negotiable

Main office location

Bond Financial Group, Inc.

180 Denslow Rd., Suite 2

East Longmeadow MA 01028, United States

Number of offices

1

Most active in

More info

Connecticut · Florida · Massachusetts

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram Website 413-754-4747

Advisors at this firm

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user avatar

Dylan B

Series 63, Series 65

East Longmeadow, MA

Bond Financial Group, Inc.

Dylan Bond is a financial advisor with Bond Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Global Financial Private Capital, LLC since 2014 and has worked at Bond Financial Services since 2000. In addition to advisory services, he sells and services fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million in assets. The firm develops individualized investment policies and implements portfolios through selected sub-advisers, offering comprehensive planning that includes retirement, estate, tax, cash flow, insurance, and business planning.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance General retirement planning
user avatar

Jeremy S

Series 65

East Longmeadow, MA

Bond Financial Group, Inc.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. He holds a Series 65 designation and has been with Bond Financial Group since 2021. Prior to his current role, he worked at Kohl's and Bob's Stores. In addition to his advisory work, he is also licensed as an insurance agent, focusing on fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million on a discretionary basis. The firm uses approved sub-advisers to implement portfolios and offers comprehensive planning services that include retirement, estate, tax, cash flow, insurance, and business planning.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance General retirement planning
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