Senior Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
16
0% high-net-worth
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
16
TypicalAverage account size
$0
About
Senior Advisory Group, LLC provides personalized financial planning and consulting and refers clients to third‑party money managers, primarily serving individual and high‑net‑worth clients. Its advisory work covers retirement planning, estate and tax considerations, insurance review, and preparation of written financial plans.
The firm does not custodian or directly manage client portfolios; instead it evaluates client situations, delivers plans, and facilitates relationships with outside money managers who handle custody and investment execution. Advisory agreements are structured around negotiable fixed planning arrangements while investment management and custody are provided and billed by the selected third‑party managers; the firm does not exercise trading discretion or routinely vote client proxies.
Distinctive features include an affiliation with an insurance business through which the managing member offers insurance products and spends a majority of their time, a relationship the brochure discloses as a potential conflict of interest managed through disclosure and fiduciary obligations. The firm also does not provide direct portfolio management or charge its own percentage‑of‑assets fees, instead operating as a small, solo advisor that refers accounts to and shares fees with external managers.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
General tax planning
Fee options
Financial planning fees charged on a negotiable fixed fee basis up to $2,500.
All Assets+: Strategic Portfolios: 2.00% annually (split 1.00% to Gradient Investments LLC (GI) and 1.00% to Senior Advisory Group (SAG)) All Assets+: Tactical Portfolios: 1.80% annually (0.80% to GI and 1.00% to SAG) All Assets+: Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to GI and 1.00% to SAG) All Assets+: Preservation Portfolios: 1.00% annually (0.40% to GI and 0.60% to SAG) All Assets+: Private Wealth Portfolios: 1.50% annually (0.50% to GI and 1.00% to SAG) All Assets+: Client Directed Accounts: flat $300 annual fee paid to GI; $0 to SAG
Minimum fee: Financial planning fixed fee with a maximum of $2,500; negotiable based on complexity and client needs Fee-only: Negotiable fixed fee up to $2,500 for financial planning; referral fees shared with third party money managers included in AUM fees; no additional advisory fees charged by SAG for third party managed accounts.
Main office location
Senior Advisory Group, LLC
13421 Hooper Road, Suite 6
Baton Rouge LA 70818, United States
Number of offices
1
Most active in
Senior Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
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 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
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