Ladin Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, and charitable organizations. Services include comprehensive financial planning (cash flow, tax, insurance review, retirement and estate planning) and both in‑house and outside‑manager investment management on discretionary and non‑discretionary bases.
The firm’s investment approach emphasizes globally diversified portfolios consistent with modern portfolio theory and often delegates security analysis and trading to outside managers while retaining model selection and oversight. As of December 31, 2025 the firm reported approximately $12.95 million in discretionary assets under management and provided non‑management advisory services on an additional $5.8 million.
Noteworthy aspects include an affiliated insurance agency operated by the firm’s managing member, who devotes substantial time to insurance activities and may offer insurance products separately (with commissions disclosed), a relationship the firm identifies as a potential conflict of interest. The firm’s work with pension and profit‑sharing plans is also less common for solo independent advisers, and it offers a range of fixed‑fee planning packages alongside negotiable AUM management arrangements and a stated $1,000,000 account guideline.
Client services
Expertise
Fee options
$775 to $13,000 for financial planning and consulting services, payable in two installments
1% to 2%, negotiable on case-by-case basis
$250 per hour for financial planning and consulting services
Account minimum: $1,000,000
Main office
2525 Ponce De Leon Blvd., Suite 300
Coral Gables FL 33134
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Ladin Financial Group Inc. · Ladin Financial Group, Inc.
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.
Is not active or affiliated with:
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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
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