Selleck Financial Group
Updated today
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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Educational seminars or workshops
Tax preparation services
Expertise
Cash flow / budgeting
Debt management
Income planning
Occupation focus
Self-Employed
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 location
Selleck Financial Group
2082 Michelson Drive, Suite 200
Irvine CA 92612, United States
Number of offices
1
Most active in
Selleck Financial Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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