A complete list of active advisors currently associated with The Affinity Group, LLC

Warmer can help you find a great advisor at The Affinity Group, LLC or one who fits your needs even better.

The Affinity Group is a small, state‑registered investment adviser that primarily serves individual clients rather than high‑net‑worth households. It offers discretionary portfolio management, financial planning and consulting, and participant‑directed (3(21)) employee retirement plan services, managing roughly $678,349 across seven client accounts with two advisors. Affinity’s investment process is rooted in Modern Portfolio Theory and emphasizes diversified, asset‑class allocations implemented mainly through passively managed mutual funds and ETFs, with providers noted in the brochure such as Dimensional Fund Advisors, AQR, Vanguard and Bridgeway. The firm routinely uses third‑party sub‑advisers (including Focus Partners Advisor Solutions, Brinker Capital and others) for model portfolios and fixed‑income managed accounts, applies Monte Carlo simulations in planning, and conducts ongoing monitoring with periodic reviews. Noteworthy distinctions include that Affinity’s associated persons hold individual insurance licenses and may recommend or implement insurance products for clients, receiving separate commission compensation that the firm discloses as a potential conflict of interest. The brochure also highlights the firm’s small roster and modest AUM for a supported adviser, plus promoter and back‑office/sub‑advisory arrangements with Focus Partners and others—relationships the firm says it monitors and discloses to clients.

To learn more about the advisors currently working at The Affinity Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.