Selleck Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Selleck Financial Group provides financial planning and portfolio management services to individuals, high‑net‑worth clients, small businesses, and retirement plan sponsors, and also offers investment and business consultation. The firm conducts periodic educational workshops on topics such as retirement strategies, education funding, tax and estate planning, and provides tax preparation services through its principal.
The firm’s investment approach emphasizes strategic asset allocation with a focus on capital preservation and income generation, employing a blend of fundamental and technical analysis and using a mix of mutual funds, ETFs, individual equities, fixed income securities, REITs and MLPs with periodic rebalancing. Portfolios are managed on either a discretionary or nondiscretionary basis and are built around client-specific investment guidelines and allowable account restrictions.
Distinctive features include the firm’s regular complimentary public seminars and the availability of limited planning engagements billed on an hourly basis, both of which are uncommon among peers in this adviser category. The principal holds CFP® and Enrolled Agent (EA) credentials and provides tax preparation for clients and non‑clients, a practice that broadens the firm’s service set and can affect how tax and investment advice are coordinated.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $2,500 to $5,000
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.70% $3,000,000+: 0.55%
$250 per hour, billed in six-minute increments
Main office
2082 Michelson Drive, Suite 200
Irvine CA 92612
Advisors at this office
1
Most active in
California
Also doing business as
Selleck Financial Group · Selleck Financial Group, LLC. · Selleck, Jodi Anne
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
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