Orion Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orion Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations and qualified retirement plans. Its service set includes discretionary and non-discretionary portfolio management, standalone financial planning and consulting, and ERISA/pension plan advisory services.
The firm tailors investment strategies to client objectives and risk profiles using a range of analytic methods (including fundamental and technical analysis, Monte Carlo simulations, and modern portfolio theory) and offers account management on either a discretionary or non-discretionary basis. Financial planning and consultative work are offered on an hourly basis, and retirement-plan work includes support for plan design, investment policy development, monitoring and participant education.
What is noteworthy about the firm is its combination of pension consulting and institutional plan management alongside individual portfolio management, an hourly pricing model for financial planning, and an affiliated insurance/tax business that the firm discloses may result in separate, typical compensation. The brochure indicates the adviser began offering services in 2026, reported no client assets at the time of filing, and does not serve as an adviser to private funds.
Client services
Expertise
Fee options
2% annually (negotiable) for Asset Management services
$160 per hour for Financial Planning Services
Account minimum: $300,000
Main office
102 S. 8th Street
Ballinger TX 76821
Advisors at this office
1
Most active in
Texas
Also doing business as
Flint And Fletching LLC · Orion Financial 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.
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
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