The Green Group Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Green Group Finance serves a very small roster of clients, including individual investors and employer plan sponsors, and offers investment management, project-based financial planning, and retirement plan consulting. The firm operates on a fee-only basis and primarily uses percentage-of-AUM billing for ongoing investment management.
The firm’s stated investment process emphasizes modern portfolio theory and factor-based analysis (the Fama–French five-factor model), combining passive and active funds and offering socially conscious (ESG) options when requested. Portfolios are tailored to clients’ objectives and constraints, with discretionary trading authority disclosed in the brochure and quarterly reviews of accounts.
Noteworthy aspects include an affiliation with an accounting and tax practice owned by the firm’s principal, a relationship the brochure discloses as a potential conflict of interest with mitigation measures in place. The firm is atypically small for a supported advisory—one adviser, five clients and about $727,050 in AUM—while maintaining dual professional credentials (CFP and CPA) and having added retirement plan consulting and a shift to discretionary-only trading in recent disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for project-based financial planning range from $1,000 to $5,000.
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $4,000,000: 0.45% $4,000,001 - $5,000,000: 0.35% $5,000,001+: Negotiable
$300 per hour for project-based financial planning services.
Fee-only: Investment management and financial planning services are fee-only; no commissions or sales-related compensation.
Main office
368 W. Pike St., Suite 205
Lawrenceville GA 30046
Advisors at this office
1
Most active in
Georgia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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