Daus Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high‑net‑worth clients, and also offers company‑sponsored retirement plan consulting and access to private investments for accredited investors. The firm delivers advice through its investment advisory representatives and may recommend third‑party managers using the Envestnet platform.
DFG’s investment process is tailored to client objectives and incorporates asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies while emphasizing suitability to time horizon and risk tolerance. Although the firm can provide discretionary management and supervises third‑party advisors, its reported assets under management ($270,510,000) are held entirely in non‑discretionary arrangements while TPAs may be granted discretionary authority over portions of client portfolios.
Compared with many peers, DFG publicly discloses predecessor performance and incorporates client testimonials in its advertising, practices that are uncommon among supported advisors, and its representatives are licensed insurance agents who may offer commissionable insurance products (insurer activity is limited to under 10% of representative time). The firm, SEC‑registered in March 2023, reports substantial AUM with a small advisory team and serves as a 3(21) retirement‑plan adviser while generally not taking full custody or proxy‑voting authority for client assets.
Client services
Expertise
Fee options
Fixed fees for financial planning from $1,500 to $50,000 for longer-term consulting or ongoing support.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.35% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.15% $3,000,000 - $8,000,000: 1.00% $8,000,000 - $13,000,000: 0.85% $13,000,000+: 0.65%
Hourly financial planning fees range from $250 to $1,000 per hour, negotiable.
Retainer (ongoing support) fees billed quarterly in advance, ranging from $1,500 to $50,000 for fixed fees.
Account minimum: $100,000 Minimum fee: Minimum annual fee per household ranges between $5,000 and $12,000, based on the program in the client agreement. Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $50,000; hourly rates from $250 to $1,000 per hour; fees negotiable based on complexity.
Main office
487 South Drake Road, Suite A
Kalamazoo MI 49009
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Michigan · Texas · Wisconsin
Also doing business as
Daus Financial Group, LLC · Daus Financial Services, 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.
Quick links
Advisors at this firm
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 experience in the financial services industry. He is currently an advisor at Daus Financial Group, LLC and has previously worked at Eagle Strategies LLC and New York Life Insurance Company. Peacock also holds a role as an insurance agent with Daus Insurance Group. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting and access to private investments for accredited investors. The firm uses a tailored investment process that includes asset allocation, dollar-cost averaging, and technical analysis, delivering advice primarily through non-discretionary arrangements while overseeing third-party managers.
Brendan S
CFP®, Series 66
Kalamazoo, MI
Daus Financial Group, LLC
Brendan Sanchez is a CFP® certified financial advisor with four years of industry experience. He currently works at Daus Financial Group, LLC and has held positions at Raymond James & Associates, Bank of America, Merrill, Kestra Investment Services, and PNC Financial Services. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering company-sponsored retirement plan consulting and access to private investments for accredited investors. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies tailored to client objectives and risk tolerance.
Ryan D
CFP®, ChFC®, Series 63
Kalamazoo, MI
Daus Financial Group, LLC
Ryan Daus is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Daus Financial Group, LLC, where he has worked since 2011. His prior experience includes roles at Generational Financial Partners LLC and New York Life, where he was affiliated through Eagle Strategies and Nylife Securities. Outside of his advisory work, he serves on the finance committee of St. Anthony of Padua Catholic School and volunteers as a youth baseball and football coach. Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting and access to private investments for accredited investors. The firm’s investment process is tailored to client objectives, incorporating asset allocation, dollar-cost averaging, and both long- and short-term strategies, while typically managing client assets on a non-discretionary basis.
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”)