Florin Group, LLC

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Client assets under management

$79,005,072

Clients

27% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$975,371

About

Florin Group provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations, with a practice oriented toward high‑net‑worth and multigenerational households. The firm offers ongoing portfolio management, written financial plans and implementation support, and may recommend other professionals to assist with tax, legal, or insurance matters.

The firm develops client‑specific investment policy statements and asset allocations using tools such as Riskalyze and Morningstar, and manages accounts on either a discretionary or non‑discretionary basis across mutual funds, ETFs, equities and fixed income. Florin may engage in short‑term trading and selective short sales when consistent with a client’s risk tolerance and emphasizes tax‑aware implementation while advising clients to consult tax professionals.

Florin’s advisory approach highlights multigenerational engagement and includes senior‑care planning and assisted‑living fee negotiation as part of its financial planning services, and the brochure discloses an additional $82 million in assets under advisement in addition to its assets under management. The firm’s professionals are also licensed insurance agents who may receive commissions for insurance sales, a potential conflict the firm discloses and addresses through its Code of Ethics and client disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Elder care planning Multi-generational wealth transfer General retirement planning Real estate investing

Fee options

Fixed

Fixed fees from $6,000 to $15,000

Percentage

$0 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $24,999,999: 0.80% $25,000,000 - $49,999,999: 0.70% $50,000,000+: 0.60%

Project-based

$150-$400 per hour

Other

Account minimum: $1,000,000 Fee-only: Hourly fees ranging from $150-$400 per hour; Fixed fees ranging from $6,000 to $15,000

Main office location

Florin Group, LLC

1765 Greensboro Station Place, Tower 1, Suite 900

Mclean VA 22102, United States

Number of offices

Most active in

District of Columbia · Maryland · Texas · Virginia

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (703) 520-2777

Advisors at this firm

Ning J

Series 65

Mclean, VA

Florin Group, LLC

Ning Jin is a financial advisor at Florin Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Florin Group, Jin held roles at Fortune and Beyond, J&J Premier Financial Alliance, and various companies in other sectors. Florin Group provides personalized investment management and financial planning services primarily to high-net-worth and multigenerational households, offering portfolio management and financial plans tailored to individual client needs. The firm emphasizes tax-aware implementation and multigenerational engagement, including senior-care planning and assisted-living fee negotiation.

Elder care planning Multi-generational wealth transfer General retirement planning Real estate investing

Tracy S

ChFC®, Series 66

Mclean, VA

Florin Group, LLC

Tracy Shen is a financial advisor with Florin Group, LLC in McLean, VA, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has been with Florin Group and Purshe Kaplan Sterling Investments since 2013. Outside of advisory work, Shen sells life insurance and acts as an independent insurance agent for various companies. Florin Group provides personalized investment management and financial planning for individuals, trusts, foundations, endowments, and corporations, focusing on high-net-worth and multigenerational households. The firm develops client-specific investment policies and manages diversified portfolios with an emphasis on tax-aware implementation and multigenerational engagement.

Elder care planning Multi-generational wealth transfer General retirement planning Real estate investing

Salma C

ChFC®, Series 65

Mclean, VA

Florin Group, LLC

Salma Chaudry is a financial advisor at Florin Group, LLC in McLean, VA, holding the ChFC® designation and Series 65 license with 10 years of industry experience. She has been with Florin Group since 2013. Florin Group provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations, with a focus on high-net-worth and multigenerational households. The firm employs tailored investment policy statements and asset allocations, managing portfolios across mutual funds, ETFs, equities, and fixed income with an emphasis on tax-aware implementation and multigenerational engagement.

Elder care planning Multi-generational wealth transfer General retirement planning Real estate investing

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