A complete list of active advisors currently associated with Daus Financial Group, LLC

Warmer can help you find a great advisor at Daus Financial Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Daus Financial Group, LLC, 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.