Denali Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Denali Financial Group provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary managed accounts as well as written financial planning and consulting. The firm manages roughly $35.8 million for a relatively small client base and may engage unaffiliated third‑party sub‑advisors to manage all or a portion of client assets.
The firm tailors advice to each client’s objectives, time horizon, and risk tolerance and does not adhere to a single investment style, employing tools such as strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies. Denali combines in‑house supervision with sub‑advisor relationships, recommends a primary custodian relationship for execution and reporting, and advises clients to consult tax professionals because strategies can have significant tax implications.
Noteworthy differentiators include an insurance affiliation: several owners and employees hold insurance licenses and may offer commissionable insurance products alongside advisory services, a relationship the firm discloses as a potential conflict and states clients are not required to use. The firm is recently established and also discloses operational considerations around modern service providers, including the use of artificial intelligence and machine‑learning by some vendors and the firm’s periodic due diligence to mitigate related risks.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.75% $4,000,001+: 0.65%
Fee-only: Fixed fees for financial planning services range from $5,000 to $15,000 per project; fees are negotiable depending on complexity.
Main office
2655 SW Wanamaker Road, Suite B
Topeka KS 66614
Advisors at this office
1
Most active in
Kansas
Also doing business as
Denali Finance Group, LLC · Denali Financial Group, 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.
Forms ADV
Quick links
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”)