Eden Family Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Eden Family Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, families, small business owners, and qualified retirement plans (including 401(k), profit-sharing, and defined benefit/cash balance plans). Offerings include non‑discretionary portfolio management, modular or comprehensive financial planning, and integration of tax‑aware strategies into investment advice.
The firm relies on fundamental analysis, asset allocation modeling, and tax‑efficient portfolio construction (for example, asset‑location and tax‑loss harvesting) and customizes recommendations to each client’s goals, risk tolerance, time horizon, liquidity needs, and tax circumstances. For plan sponsors, EFWG provides fiduciary consulting (often in a 3(21) capacity), assistance with investment policy statements and provider benchmarking, and participant education and enrollment support.
Notably, EFWG combines retirement‑plan consulting and participant education with one‑on‑one planning for individuals and small businesses—services that are less common for firms in the investment‑manager category. The firm also operates alongside a separate tax practice and a real‑estate holding business, which can lead to bundled or coordinated tax and investment advice and is disclosed as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Tax-loss harvesting
General retirement planning
Cash flow / budgeting
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Financial planning fees range from $1,500 to $10,000 depending on complexity and scope; Retirement plan advisory flat fees generally $4,000 to $10,000 based on plan size and complexity
0.75% to 2.00% annually (negotiable, depending on account size and complexity)
Account minimum: $100,000
Main office location
Eden Family Wealth Group, LLC
Greensboro NC, United States
Number of offices
1
Most active in
Eden Family Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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