San Antonio, TX Office

Christensen Group Financial serves individual investors, including high net worth clients, and employer‑sponsored retirement plans, offering discretionary portfolio management, standalone financial planning, and retirement plan consulting and education. The firm provides non‑discretionary plan advisory services to plan sponsors and may act in a fiduciary capacity under certain plan engagements.

The firm’s investment work is tailored to client objectives and risk tolerances and may be implemented using model portfolios sourced from unaffiliated managers and a model marketplace platform. Investment approaches disclosed include modern portfolio construction and long‑term purchases, and the firm also uses trend‑following (momentum) strategies as part of its toolkit; it monitors accounts at least quarterly and provides plan participant education and benchmarking for plan sponsors.

What distinguishes Christensen Group Financial from many peers is the scale of its retirement plan practice relative to its discretionary AUM: the firm reports modest regulatory AUM while advising on several billion dollars in plan assets under advisement, and it makes use of a third‑party model marketplace and bundled platform program that can create platform incentives. The firm is affiliated with an insurance entity and some advisory personnel are licensed to sell insurance products, a potential conflict of interest the brochure discloses alongside its platform‑related economic arrangements.