Virtus Financial Group logo

Virtus Financial Group

Updated today

Client AUM

$119,364,407

Clients

230

Advisors

5

across 3 offices

About

The firm advises individuals, high-net-worth individuals, families, trusts and estates, providing fee-based investment management, financial planning, and referrals or coordinated services for tax and insurance matters. It charges percentage-of-assets advisory fees and, unlike many peers, manages the majority of its client assets on a non-discretionary basis, meaning clients typically must approve trades before execution.

Investment programs are built around client-specific objectives ranging from income and capital preservation to aggressive growth and are implemented primarily with mutual funds, ETFs and limited individual securities through third‑party asset management platforms (TAMPs). The firm emphasizes ongoing supervision and periodic rebalancing, and its non‑discretionary model places greater emphasis on client involvement in trade decisions.

What distinguishes the firm from many team advisers is the integration of affiliated tax and planning services and the presence of a CPA on the firm’s leadership who offers tax planning and preparation alongside investment advice, enabling coordinated tax-investment planning. The firm also uses TAMP arrangements in which platform fees decline as more client assets are placed on the platform, an arrangement the brochure discloses as a potential incentive to consolidate assets.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning Tax strategies for small businesses Wealth management

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Fee options

Percentage

$0+: 0.50% annually +: 1.50% annually

Commissions

Investment Advisor Representatives may receive commissions for insurance product sales separately from advisory fees.

Other

Fee-only: Investment advisory fees range from 0.50% to 1.50% annually, negotiable; total combined fee with TAMP fees will not exceed 1.50% annually.

Main office

See office

9378 Olive Blvd, Suite 102

Olivette MO 63132

Advisors at this office

1

Most active in

Illinois · Louisiana · Missouri · Texas

Also doing business as

Virtus Financial Group · Virtus Wealth Management LLC · Virtus Wealth Management, LLC

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

Andrew H

Series 65

Olivette, MO

Virtus Financial Group

Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.

General retirement planning Income planning Tax strategies for small businesses Wealth management
user avatar

Kerri E

Series 65

Bloomington, IL

Virtus Financial Group

Kerri Elson is a financial advisor at Virtus Financial Group with one year of industry experience and holds a Series 65 designation. Her prior work includes roles at State Farm and John Deere, as well as academic positions associated with the University of Illinois at Urbana-Champaign. She volunteers with Special Opportunities Available in Recreation, supporting recreational activities for individuals with special needs, and leads a young adult women's small group at St. Patrick Church of Merna. Virtus Financial Group advises individuals, families, trusts, and estates through fee-based investment management and financial planning. The firm primarily employs a non-discretionary investment model, emphasizing client involvement and integrating affiliated tax and planning services with CPA leadership.

General retirement planning Income planning Tax strategies for small businesses Wealth management
user avatar

Tyler W

Series 65

Bloomington, IL

Virtus Financial Group

Tyler Wrezinski is a financial advisor at Virtus Financial Group with five years of industry experience and holds a Series 65 designation. He has been involved with ChangePath, LLC since 2021 and operates Wrezinski Advisory Services, his own advisory business, since 2014. In addition to his advisory work, he serves as director at the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and financial planning. The firm manages most client assets on a non-discretionary basis and integrates affiliated tax and planning services, including tax preparation provided by a CPA on its leadership team.

General retirement planning Income planning Tax strategies for small businesses Wealth management
user avatar

Josie F

Series 65

Bloomington, IL

Virtus Financial Group

Josie Fischer is a financial advisor at Virtus Financial Group with a Series 65 designation and four years of industry experience. She has worked at Virtus Wealth Management since 2022 and has prior experience at Bloomington Country Club, Luhr Bros, Inc., and Illinois State University. Fischer is also a licensed insurance professional. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and coordinated tax and insurance services. The firm is notable for managing most client assets on a non-discretionary basis and integrating tax planning through CPA leadership alongside its investment services.

General retirement planning Income planning Tax strategies for small businesses Wealth management
user avatar

Gregory F

Series 65

Bloomington, IL

Virtus Financial Group

Gregory Fahrenkrug is a financial advisor at Virtus Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at BPA Troxell Benefits, Brick Technology Group, and operated G F Computing LLC. Fahrenkrug is also a licensed insurance professional under the DBA Wrezinski Advisory Group. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and financial planning. The firm manages client assets primarily on a non-discretionary basis and integrates affiliated tax and planning services through a CPA on its leadership team.

General retirement planning Income planning Tax strategies for small businesses Wealth management
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