Jeffrey A. Drayton Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jeffrey A. Drayton Financial Group serves individual clients across a range of wealth levels, including high‑net‑worth individuals, as well as trusts, estates, small businesses, foundations and charitable organizations. The firm provides financial planning, periodic investment consultation, discretionary portfolio management, and individual federal and state income tax preparation.
The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in efficient markets, with a primary emphasis on asset allocation and diversification implemented through low‑cost, widely traded ETFs and no‑load mutual funds. As a fee‑only fiduciary, the firm tailors target portfolios to client objectives and may selectively include actively managed funds for asset classes where the adviser perceives market inefficiencies, such as emerging markets.
Noteworthy for a firm of its size, the adviser emphasizes client education — offering a complimentary initial interview, ongoing education about client holdings, and leveraging custodial‑sponsored educational events and conferences. The firm also combines tax preparation services with financial planning and draws on professional credentials in financial planning, divorce financial analysis, and tax representation (EA), which informs work with clients facing divorce, tax filing complexities, or small‑business planning.
Client services
Expertise
Fee options
$0 - $2,500,000: 0.85% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.45% $10,000,000+: 0.25%
$250 per hour for Financial Planner/Investment Adviser; $60 per hour for Administrative Support
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee or management fees on assets of $250,000 or more Fee-only: Fee-only financial planning and investment advisory; no commissions or referral fees
Main office
11670 Fountains Dr, Ste 200
Maple Grove MN 55369
Advisors at this office
3
Most active in
Minnesota
Also doing business as
Jeffrey A. Drayton Financial Group, Inc. · Jeffrey A. Drayton Financial Planning & Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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
Quick links
Advisors at this firm
Jeffrey D
CFP®, Series 66
Maple Grove, MN
Jeffrey A. Drayton Financial Group, Inc.
Jeffrey Drayton is a CFP® with 11 years of industry experience and is principal of Jeffrey A. Drayton Financial Group, Inc. He previously worked at Garrett Investment Advisors and Thrivent Financial. He also serves as a contract instructor for Certified Financial Planning courses at Minnesota State University, Mankato. His firm provides comprehensive financial planning and portfolio management to a small, primarily individual client base that includes high-net-worth clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term asset allocation and diversification using low-cost ETFs and no-load mutual funds, and it integrates tax services and divorce-related financial expertise alongside investment advice.
Deanna C
Series 65
Maple Grove, MN
Jeffrey A. Drayton Financial Group, Inc.
Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.
Terrence H
Series 66, Series 65
Maple Grove, MN
Jeffrey A. Drayton Financial Group, Inc.
Terrence Hassanally is a financial advisor with Jeffrey A. Drayton Financial Group, Inc. in Maple Grove, MN, holding Series 66 and Series 65 credentials with seven years of industry experience. He is also the owner of Veta Financial, LLC, providing accounting and bookkeeping services to non-profit organizations, and serves as Financial Administrator for St. Peter's Lutheran Church. Additionally, Hassanally is Operations Director for Minnesota Soccer, managing referee certification and mentoring programs. Jeffrey A. Drayton Financial Group serves individual clients, including high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm offers financial planning, investment consultation, portfolio management, and tax preparation, employing a Modern Portfolio Theory-based approach that emphasizes asset allocation and diversification primarily through low-cost ETFs and no-load mutual funds.
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