Financial Services Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and investment advisory services to individuals and to sponsors of retirement plans, including 401(k), profit‑sharing and similar plans. It is an employee‑owned registered adviser with a single principal owner and delivers both individual planning and plan‑level consulting services such as plan design, implementation and participant education.
Investment management is offered exclusively on a non‑discretionary, fiduciary basis, with the adviser consulting clients prior to each trade and custodians holding client assets. Portfolio construction emphasizes strategic asset allocation and the firm’s “Dominant Benefit” classification, using a multi‑asset, multi‑style, multi‑manager approach that can include traditional and non‑traditional asset classes and proprietary fundamental analysis.
Notable distinctions from many peers include the adviser’s dual industry roles: it is dually registered as a registered representative of a broker‑dealer and operates as a licensed insurance agent, and it discloses receiving commission income in addition to advisory fees. The firm also uses alternative billing arrangements (including hourly and retainer arrangements), highlights pension consulting and participant education as core services, and maintains policies that it will not accept discretionary trading authority or vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services ranging from $500 (Financial Snapshot) to $3,000 depending on plan complexity and net worth.
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: Negotiated
$250 per hour for Certified Financial Planner for financial planning services.
Fee-only: Financial planning fees based on hourly rate $250/hour; plan fees range from $1,500 to $3,000 depending on net worth and complexity; fixed fees starting at $500 for Financial Snapshot service.
Main office
50 California Street, Suite 1500
San Francisco CA 94111
Advisors at this office
1
Most active in
California
Also doing business as
Dba Financial Services Group · Financial Services Group · Mcguire Financial Services Group
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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
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”)