E2I Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
E2i Financial Group, LLC serves primarily individual clients—notably those age 50 and over—and also works with high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or broad-based financial planning on an hourly basis covering retirement, tax, estate, risk management, education funding, and investment planning, and it provides asset-management services tied to clients’ financial plans.
The firm’s process begins with a risk questionnaire and the preparation of written Investment Policy Statements or guidelines, and it uses third‑party registered investment advisors (via co‑advisor agreements) to implement tactically managed mutual fund and ETF allocations; clients may specify blends or accept the firm’s discretionary mix of those managers. Financial planning engagements typically conclude after delivery unless amended, and reviews are available on an annual or as‑needed basis.
What distinguishes this firm from many solo independent advisors is that an investment adviser representative affiliated with the firm also operates an insurance agency and may recommend and sell insurance products for commissions, a conflict disclosed in the brochure. The firm also accepts pension and profit‑sharing plan clients and provides pension‑related consulting, and it documents formal co‑advisor and solicitor/referral arrangements with other RIAs rather than sponsoring wrap programs.
Client services
Expertise
Demographic focus
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.40% annually $2,000,001 - $5,000,000: 1.30% annually $5,000,001+: 1.20% annually
May receive commission from insurance products if purchased through the firm
$250 per hour for financial planning and consulting services
Fee-only: Hourly fee of $250 per hour for financial planning and consulting services
Main office
Boone NC
Advisors at this office
1
Most active in
North Carolina
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:
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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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