Consolidated Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$245,251,040
Clients
695
Advisors
5
of 6 employees
About
Consolidated Financial Management Group provides portfolio management, financial planning and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm charges advisory fees primarily as a percentage of assets under management and offers both ongoing portfolio management and one‑time or hourly financial planning and consulting services.
CFMG draws on third‑party research and due‑diligence providers when selecting investments and constructs portfolios from individual equities, ETFs, bonds and mutual funds, with the option to use strategies such as options, margin or short selling when appropriate. Operationally the firm manages a majority of its assets on a non‑discretionary basis (roughly $343 million of $589 million in total AUM) and allows clients to direct brokerage, which can affect trade timing and execution compared with discretionary accounts.
Several unusual features disclosed in the brochure include an ownership and affiliation with an insurance agency that may receive a portion of advisory fees, and multiple advisory personnel who are licensed to sell non‑variable insurance products and may earn commissions for those sales. The firm also disclosed a recent consent agreement with a state regulator resolving undisclosed outside business activities and related firm‑level reimbursement, a disclosure event that is uncommon among similar team firms.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services typically range from $500 to $5,000.
$0 - $100,000: 1.50% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.70% Over $2,500,000+: negotiable
Insurance products sales commissions for non-variable insurance products; separate and customary commissions.
Hourly fees for financial planning and consulting services ranging from $100 to $300 per hour.
Fee-only: Financial planning and consulting: fixed fees typically $500 to $5,000; hourly fees $100 to $300 per hour.
Main office
5850 Venture Drive, Suite A
Dublin OH 43017
Advisors at this office
5
Most active in
Florida · Ohio · Texas · West Virginia
Also doing business as
Consolidated Financial · Consolidated Financial Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Taylor E
CFP®
Dublin, OH
Consolidated Financial
Taylor England is a CFP® professional with one year of experience at Consolidated Financial. He has held roles at Beverage Marketing Group, LLC, and serves as a Staff Sergeant in the Ohio Army National Guard. Outside of finance, he works part-time in beverage marketing and military coordination. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds.
Andrew R
Series 63
Dublin, OH
Consolidated Financial
Andrew Roseberry is a financial advisor with Consolidated Financial in Dublin, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Consolidated Financial since 1998. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios from a range of securities and offering both discretionary and non-discretionary management.
Edward B
CFP®, ChFC®, Series 63
Dublin, OH
Consolidated Financial
Edward Bell is a CFP®, ChFC®, and Series 63 credentialed advisor with 25 years of industry experience. He has been with Consolidated Financial since 1998 and serves as a managing member and partner of the firm. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds based on third-party research.
Jeffrey B
Series 63, Series 65
Dublin, OH
Consolidated Financial
Jeffrey Bell is a financial advisor with Consolidated Financial in Dublin, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Consolidated Financial since 2006. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, utilizing both discretionary and non-discretionary investment strategies.
James C
CFP®, Series 63
Dublin, OH
Consolidated Financial
James Curry is a CFP® with 40 years of industry experience. He is currently with Consolidated Financial, where he has worked since 2022, following twelve years at Lincoln Investment. Curry also leads a department at The Wiseman Agency focusing on group benefits and individual insurance products. Consolidated Financial Management Group provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses third-party research to construct portfolios with various securities and offers both discretionary and non-discretionary asset management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)