Daus Financial Group, LLC logo

Daus Financial Group, LLC

Updated today

Client assets under management

$270,510,000

Clients

327

27% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

109

Very High

Average account size

$827,248

About

Daus Financial Group provides investment advisory and financial planning services to individual and high-net-worth clients, including portfolio management, retirement plan consulting as a 3(21) fiduciary, and access to private (alternative) investments for accredited investors. Services are delivered by the firm’s investment advisory representatives and through third-party platforms and managers (Envestnet and selected third-party advisors).

The firm describes a tailored approach that incorporates asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchase strategies, and it generally implements advice on a non-discretionary basis; as of February 2026 the firm reports $270.51 million in non-discretionary AUM and no discretionary AUM. Daus may also recommend third-party managers who accept discretionary authority over portions of client accounts, and the firm does not charge performance-based fees.

Distinctive features disclosed in the brochure include the firm’s use of testimonials and advertising of predecessor performance, and that its representatives are licensed insurance agents who may offer commissionable insurance products (representatives spend under 10% of their time on insurance activities). The firm is a small team (three advisors) overseeing over $270 million in primarily non-discretionary assets despite recent SEC registration (established March 2023), a combination that is uncommon among peers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments

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Fee options

Fixed

Fixed financial planning fees range from $1,500 to $50,000, depending on scope and complexity.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.15% $4,000,001 - $9,000,000: 1.00% $9,000,001 - $14,000,000: 0.85% $14,000,001+: 0.65%

Project-based

Hourly financial planning fees range from $250 to $1,000 per hour, depending on negotiation and complexity.

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee per household ranging between $2,500 and $7,500, based on the program invested in and disclosed in the client agreement. Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $50,000 or hourly fees ranging from $250 to $1,000 per hour, depending on negotiation and complexity.

Main office location

Daus Financial Group, LLC

487 South Drake Road, Suite A

Kalamazoo MI 49009, United States

Number of offices

1

Most active in

Florida · Illinois · Indiana · Michigan · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Trenden P

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Daus Financial Group, LLC

Trenden Peacock is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Daus Financial Group, LLC. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. He is also an associate of Daus Insurance Group, where he provides insurance sales services. Daus Financial Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as company-sponsored retirement plan consulting. The firm emphasizes non-discretionary management with access to private investments for accredited investors and utilizes third-party manager platforms to support client portfolios.

Private / alternative investments
user avatar

Brendan S

Series 66

Kalamazoo, MI

Daus Financial Group, LLC

Brendan Sanchez is a financial advisor at Daus Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates, Merrill, Kestra Investment Services, and Bank of America. Daus Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, along with company-sponsored retirement plan consulting as a 3(21) adviser. The firm manages client relationships mainly on a non-discretionary basis and offers access to private investments for accredited investors.

Private / alternative investments
user avatar

Ryan D

CFP®, ChFC®, Series 63

Kalamazoo, MI

Daus Financial Group, LLC

Ryan Daus is a CFP® and ChFC® with 23 years of experience in financial advising. He is the principal of Daus Financial Group, LLC, where he has worked since 2011. His previous experience includes roles at Generational Financial Partners LLC, Eagle Strategies LLC, New York Life, and Nylife Securities. Outside of his advisory work, he serves on the finance committee of St. Anthony of Padua Catholic School’s board and volunteers as a youth baseball and football coach. Daus Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, along with company-sponsored retirement plan consulting as a 3(21) adviser. The firm focuses on non-discretionary management using third-party platforms and offers access to private investments for accredited investors.

Private / alternative investments
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