C
Champion Financial Planning Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,386,449
Clients
54
41% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
HighAverage account size
$1,488,638
About
Champion Financial Planning Group provides discretionary portfolio management and financial consulting to individual clients, including high‑net‑worth households. The firm also offers ancillary services—tax preparation and occasional business management consulting—that supplement its investment advice and account monitoring.
Its investment process is personalized around asset allocation determined by client goals and risk tolerance, using fundamental, technical and cyclical analysis and ongoing rebalancing. Portfolios primarily feature equities, fixed income, mutual funds and ETFs, and the firm will implement more complex instruments, including buffer ETFs and structured notes, when directed by clients.
Champion manages roughly $80 million in client assets across a relatively small client base, indicating larger average account relationships and a concentration on individualized wealth management. The combination of discretionary management, willingness to employ defined‑outcome and structured products on client request, and the provision of tax and business consulting services differentiates the firm from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General tax planning
Retirement income strategy
Fee options
Fixed annual fees for financial consulting services up to $10,000, negotiable but capped at 3% annual of AUM
$0 - $1,000,000: 1.00% Over $1,000,000+: 0.50%
Minimum fee: Minimum annual management fee of no less than $500, derived from asset management fees and/or other services
Main office location
Champion Financial Planning Group, LLC
801 Compass Way, Suite 216
Annapolis MD 21401, United States
Number of offices
1
Most active in
Champion Financial Planning Group, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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