The Freyr Group logo

The Freyr Group

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Client assets under management

$64,500,000

Clients

132

19% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

44

Typical

Average account size

$488,636

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

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Income planning College savings (529s, UTMA, etc.) Business sale tax planning Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees charged as flat fees between $2,000 and $4,500 depending on complexity

Percentage

$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

Commissions

Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents

Subscriptions

Ongoing financial planning annual fees assessed after first year, typically half of initial plan fee; waived if client uses asset management services

Other

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 location

The Freyr Group

Corvallis OR, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Maxwell M

CFP®, Series 63, Series 66

Phoenix, AZ

The Freyr Group

Maxwell Michalczik is a CFP® professional with three years of industry experience, currently serving as an advisor at The Freyr Group. His prior experience includes roles at Equitable Advisors, LLC, Chrysalis Wealth Management, and the NAU Foundation Office. He serves as a board member with Angels on Patrol, a nonprofit organization. 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 for about 78 clients, working with both high-net-worth and non-HNW individuals, and employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis in its investment approach.

Retirement income strategy Income planning College savings (529s, UTMA, etc.) Business sale tax planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

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.

Retirement income strategy Income planning College savings (529s, UTMA, etc.) Business sale tax planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

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.

Retirement income strategy Income planning College savings (529s, UTMA, etc.) Business sale tax planning Options & derivatives strategies Founder/Business Owner Executive
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