Orion Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
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 location
Orion Financial Group
102 S. 8 Th Street
Ballinger TX 76821, United States
Number of offices
1
Most active in
Texas
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:
-
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
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")