The Freyr Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Freyr Group provides discretionary asset management, financial planning (initial and ongoing), and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm also makes available insurance products through an affiliated insurance business and offers plan education and participant services as part of its retirement plan work.
Portfolios are managed using a combination of fundamental, technical, cyclical and Modern Portfolio Theory analysis, with periodic reviews (at least quarterly) for rebalancing and tax-loss-harvesting opportunities. The firm discloses that it may employ options and other derivatives and permit borrowing (margin) in separately managed accounts, practices that introduce additional leverage and risk compared with many peers.
Distinctive features include its relatively recent founding and modest scale (approximately $64.5 million in AUM with three advisors) while offering both retail and ERISA 3(21) plan services, creating cross‑service relationships between institutional and individual clients. The advisory team’s affiliation with an insurance agency — and the receipt of insurance commissions for products sold — is disclosed as a potential conflict of interest and is managed through procedures and client disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees charged as flat fees between $2,000 and $4,500 depending on complexity
$0 - $1,000,000: 1.15% annually $1,000,000.01 - $3,000,000: 0.95% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents
Ongoing financial planning annual fees assessed after first year, typically half of initial plan fee; waived if client uses asset management services
Account minimum: $100,000 Fee-only: Initial financial planning fees between $2,000 and $4,500 depending on complexity; ongoing planning fees typically half of initial fee unless client uses asset management services (then waived)
Main office
See officeCorvallis OR
Advisors at this office
2
Most active in
Arizona · California · Colorado · Oregon · Texas
Also doing business as
Freyr Financial & Insurance Services, LLC · The Freyr Group · The Freyr Group, LLC
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
Advisors at this firm
Maxwell M
CFP®, Series 63, Series 66
Phoenix, AZ
The Freyr Group
Maxwell Michalczik is a CFP® professional with four years of industry experience, currently serving as an advisor at The Freyr Group. Prior to joining The Freyr Group, he worked at Equitable Advisors and Chrysalis Wealth Management. He is a board member of Angels on Patrol, a nonprofit organization based in Phoenix, AZ. The Freyr Group provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm combines fundamental, technical, cyclical, and Modern Portfolio Theory analysis in portfolio management and offers both retail and institutional services.
Kekoa P
Series 66
Corvallis, OR
The Freyr Group
Kekoa Pfau is a financial advisor at The Freyr Group with two years of industry experience. He holds the Series 66 designation and previously worked at GPS Wealth Strategies Group and LPL Financial LLC. Outside of his advisory role, he operates Motive Works, a website creation business. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individual clients and plan sponsors. The firm manages approximately $53 million across about 78 clients, serving both high-net-worth and non-HNW individuals with a strategy that incorporates fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Brandon K
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
Brandon Konda is a CFP® professional with 18 years of industry experience, currently serving at The Freyr Group since 2024. His prior experience includes roles at Spc and Parkland Securities, LLC from 2010 to 2024, and he manages an affiliated insurance business offering life and non-variable insurance products. Outside of his advisory work, he participates in community activities as a Finance Subcommittee member of the Benton County Community Foundation, serves as secretary for the local Little League board, and is President of the Fairway View Estates HOA in Corvallis, OR. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors, managing approximately $53 million across about 78 clients. The firm employs a multifaceted investment process incorporating fundamental, technical, cyclical, and Modern Portfolio Theory analyses, and uses options, margin, and borrowing strategies within discretionary accounts.
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