Carlisle Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carlisle Financial Group LLC is a state-registered, fee-only investment adviser that provides portfolio management and financial consulting primarily to individual clients. The firm reports managing $14,821,346 of client assets on a discretionary basis as of December 31, 2025 and offers portfolio construction, ongoing monitoring, contingent rebalancing, and goal-based planning.
The firm’s investment approach emphasizes low-cost index mutual funds and exchange-traded funds, avoids market timing and routine stock-picking, and limits direct investment in individual stocks unless a client specifically requests retention. Portfolios are monitored continuously and reviewed at least quarterly, with contingent rebalancing triggered by specific events and deviation thresholds (commonly described as 15–25% on a relative basis or about 5% on an absolute basis).
Notable features that distinguish this small, single-advisor practice include an explicit limitation of managed assets to mutual funds and ETFs, a policy not to aggregate purchase or sale orders across client accounts, and a practice of leaving proxy voting to clients rather than voting on their behalf. The firm also reports no broker‑dealer affiliations or third‑party compensation and its principal brings prior institutional portfolio management experience, which may be of interest to investors seeking an independent, compact advisory relationship.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.50% annually Over $1,000,000+: 0.75% annually (flat rate)
Financial Consulting fees at $150 per hour
Fee-only: Fee-only advisory firm; no commissions received.
Main office
Carlisle MA
Advisors at this office
1
Most active in
Massachusetts
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.
Forms ADV
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