A complete list of active advisors currently associated with Consolidated Financial

Warmer can help you find a great advisor at Consolidated Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at Consolidated Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.