EZ Financial Group Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,713,410
Clients
54
0% high-net-worth
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
54
HighAverage account size
$142,841
About
The firm provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans and small businesses, managing both discretionary and non‑discretionary accounts. It typically applies account minimums (the brochure notes a $100,000 relationship minimum and a $50,000 per‑account guideline) and reports both discretionary and non‑discretionary assets under management.
The adviser emphasizes passive portfolio construction using index mutual funds and ETFs consistent with Modern Portfolio Theory, seeking diversified allocations to manage correlation, risk, and return. The firm also describes the use of fundamental, technical, cyclical and charting analyses, occasional referrals to outside managers, and institutional trade execution practices (including block trades and use of Charles Schwab Institutional).
Notably for a solo independent adviser, the principal maintains a separate tax practice as an Enrolled Agent that prepares and files returns for individuals and businesses, an additional financial‑industry activity disclosed in the brochure. The firm also discloses prior part‑time sales experience and a 2018 ownership change, and affirms it does not accept commissions or compensation from third parties for product sales.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $750,000: 1.00% annually $750,001+: 0.80% annually
Possible one-time hourly fee, no examples charged yet.
Account minimum: $100,000 total assets under management per client relationship; $50,000 minimum in any single managed account Fee-only: Financial planning fee usually $100/month, charged monthly, negotiable.
Main office location
EZ Financial Group Inc.
Pearland TX, United States
Number of offices
1
Most active in
EZ Financial Group Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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