Sierens Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sierens Financial Group, Inc. provides discretionary asset management and financial planning and consulting to individuals, trusts, estates and high‑net‑worth clients, and may engage sub‑advisors to manage client accounts. The firm also offers public seminars and workshops intended to educate attendees; the brochure states these sessions are educational and attendance is not charged.
The firm tailors investment programs to clients’ goals, time horizons and risk tolerance, employing mutual funds, ETFs and a mix of fundamental and technical analysis, with account reviews at least annually and discretionary authority available when agreed. Clients may impose written investment restrictions, receive custodial account statements directly, and the firm documents objectives through client profile forms and written agreements.
Distinctive features for a small independent advisor include an affiliation with insurance‑selling activities—advisors may receive commissions from insurance products—and the firm’s outreach through seminars and digital content, all of which the brochure discloses as potential conflicts mitigated by procedures and fiduciary duties. The brochure also notes the firm was recently registered as an investment adviser, reported no assets under management as of the brochure date, and is not structured as a solo practitioner while maintaining outside business activities.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for financial planning and consulting depending on complexity, billed 50% in advance and balance upon plan delivery
$0 - $499,999: 1.65% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000 - $7,499,999: 0.80% $7,500,000+: Negotiable
$250 per hour for financial planning and consulting
Fee-only: Hourly financial planning services at $250 per hour; Fixed fees up to $10,000 for financial planning, billed 50% in advance and balance upon plan delivery
Main office
2250 Point Blvd, Suite 230
Elgin IL 60123
Advisors at this office
1
Most active in
Illinois
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
Quick links
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