Definitive Advisor Group, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Definitive Advisor Group provides non‑discretionary investment advisory and financial planning services to individuals, high‑net‑worth clients, nonprofit organizations, small businesses, estates, and trusts, and also supports corporate or business clients. The firm does not custody client assets or directly provide portfolio management for individual accounts; when ongoing discretionary management is needed it recommends and facilitates access to unaffiliated third‑party investment managers.
The firm emphasizes capital preservation and risk management and uses both fundamental and technical analysis to develop goal‑oriented plans, typically delivering an initial written plan within a documented timeframe and offering ongoing subscription or hourly planning arrangements rather than a traditional percentage‑of‑AUM billing model. When clients engage third‑party managers, the firm performs due diligence and ongoing monitoring of those advisers and discloses that it may receive ongoing cash compensation from some recommended managers.
Noteworthy distinctions include the firm’s explicit service to charitable organizations and corporate/business clients, a documented digital‑assets program that limits recommendations to Bitcoin, Ethereum, and Solana and generally caps client crypto allocations at about 5–10%, and a focus on technical/fundamental market research and reviews of clients’ investment internal controls. The firm’s brochure also discloses a past legal matter involving its principal—a 2013 controlled‑substance arrest that resulted in deferred adjudication and was later dismissed—which the firm says was unrelated to the securities or advisory business.
Client services
Expertise
Fee options
$0 - $25,000: 1% $25,000+: 0.75%
$59 an hour
$399 for 6-month subscription, $229 for 3-month subscription, $89 monthly subscription
Main office
Cibolo TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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