The Linkous Group, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Linkous Group serves individual clients, including high‑net‑worth individuals, and provides asset management, comprehensive portfolio management, financial planning and consulting, portfolio monitoring, and retirement/employee benefits plan services. Its offerings range from tailored portfolio construction and ongoing supervision to consultative reviews of outside accounts and plan‑level advice.
The firm emphasizes passive, asset‑class investing when suitable—routinely recommending Dimensional Fund Advisors funds—and builds individualized portfolios that are reviewed at least quarterly. Advice is delivered primarily on a non‑discretionary basis: the firm proposes allocations and transactions and obtains client approval prior to execution, with approvals documented in its client relationship system.
Compared with peers, the firm is notable for its dual affiliations with a broker‑dealer custodian and insurance activities—its representatives are registered with LPL Financial and also offer insurance products—which can create conflicts different from many independent solo advisers. It also manages virtually all assets on a non‑discretionary basis and charges advisory fees for consultative portfolio monitoring of outside accounts, practices that are relatively uncommon in this category.
Client services
Expertise
Fee options
Flat fees charged for financial planning and consulting services; generally negotiable
Commissionable securities sales through LPL Financial; may receive commissions and trail fees
Hourly advisory services fee of $250 per hour with a minimum charge of $2,500
Account minimum: $100,000 Minimum fee: Minimum fee of $2,500 for written financial plans Fee-only: Hourly fees of $250 with a minimum charge of $2,500; fees generally negotiable
Main office
13225 N. Verde River Dr., Suite 203
Fountain Hills AZ 85268
Advisors at this office
1
Most active in
Arizona · Texas
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
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