Masus Financial Group, LTD.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Masus Financial Group provides wealth management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates and businesses. Its offerings include discretionary and non‑discretionary investment management, comprehensive financial planning, and retirement plan advisory and oversight for plan sponsors and participants.
The firm’s investment process is primarily long‑term focused but uses a mix of fundamental, technical, cyclical, behavioral and charting analysis to construct and monitor portfolios. Implementation may include diversified mutual funds, ETFs, individual equities, REITs and the use of independent managers, with portfolios reviewed and adjusted for rebalancing, tax harvesting, sector exposures or changing client needs.
A noteworthy characteristic is that Masus sponsors its own wrap fee program, bundling securities transaction costs into its asset‑based advisory fee — a practice that is uncommon among similar supported firms and can affect total client costs depending on trading activity. The firm operates with a small advisory team managing roughly $190.6 million in discretionary assets, and its advisory persons also maintain affiliations with LPL Financial and hold insurance licenses; the brochure discloses potential conflicts from these arrangements and describes policies and disclosures used to address them.
Client services
Expertise
Fee options
$0+: 0.50% to 1.50% annually (investment management - negotiable based on factors including assets managed, complexity, and relationship) $0+: 0.25% to 1.00% annually (retirement plan advisory services - negotiable based on size and complexity)
Advisory persons are registered representatives earning commissions on securities transactions and insurance sales separate from advisory fees
Financial planning services offered hourly at rates ranging from $100 to $500 per hour
Fee-only: Investment management and financial planning fees based on assets under management; financial planning can also be charged hourly ($100 to $500 per hour)
Main office
515 N. River Street, Suite 100
Batavia IL 60510-2390
Advisors at this office
3
Most active in
Arizona · California · Florida · Illinois · Indiana · Louisiana · Texas · Wisconsin
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.
Quick links
Advisors at this firm
Samantha M
Series 66
Batavia, IL
Masus Financial Group, LTD.
Samantha Meyer is a financial advisor at Masus Financial Group, LTD. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, Samantha worked at LPL Financial LLC and has experience in roles outside finance, including at The Treehouse Ski School and The Burger Local. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using a mix of fundamental, technical, and behavioral analyses, and offers both discretionary and non-discretionary management along with comprehensive financial planning.
Mary K
Series 63, Series 66
Batavia, IL
Masus Financial Group, LTD.
Mary Kilberg is a financial advisor with Masus Financial Group, LTD. in Batavia, Illinois, holding Series 63 and Series 66 credentials with 16 years of industry experience. She has been affiliated with Masus Financial Group and LPL Financial since 2005. Kilberg also serves as a Notary Public. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses, utilizing a primarily long-term investment approach that incorporates fundamental and technical analysis. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services.
Todd M
CFP®, Series 63, Series 65
Batavia, IL
Masus Financial Group, LTD.
Todd Masus is a CFP® professional with 28 years of experience in the financial industry. He has worked at LPL Financial since 2000 and has been with Masus Financial Group, Ltd. since 2015. In addition to his advisory roles, he provides notary services to his clients on a volunteer basis without charge. Masus Financial Group offers wealth management and advisory services to individuals, trusts, estates, and businesses, focusing on long-term investment strategies supported by a combination of fundamental, technical, cyclical, behavioral, and charting analyses. The firm manages discretionary and non-discretionary portfolios using diverse investment vehicles and sponsors its own wrap fee program.
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