How does the advisor help clients – Key Takeaways:
Capital Financial Consultants Group, Inc. is a premier financial consulting firm that specializes in providing personalized and comprehensive financial solutions to clients. With a team of experienced and knowledgeable advisors, they help clients achieve their financial goals and secure their future.
- Offers a wide range of financial services including investment management, retirement planning, estate planning, insurance planning, and tax planning.
- Works closely with clients to develop tailored strategies that suit their unique financial goals, risk tolerance, and time horizon.
- Provides unbiased advice and guidance, putting the clients’ best interests first at all times.
- Empowers clients with education and resources to make informed financial decisions.
- Takes a holistic approach to financial planning, looking at the big picture and considering all aspects of a client’s financial situation.
Facts and Insights
Founded in 2005, Capital Financial Consultants Group, Inc. has been serving clients for over 15 years. The firm has a team of 27 advisors and manages over $1.5 billion in assets under management.
In 2020, the firm was ranked #1 in Tennessee by Financial Times as one of the top 300 registered investment advisors in the United States.
Capital Financial Consultants Group, Inc. has been recognized for their excellence in financial planning, receiving awards and accolades from reputable publications such as Forbes, Barron’s, and InvestmentNews.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2005 | 27 | $1,500 |
Financial Services Offered
Capital Financial Consultants Group, Inc. offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Investment management, including portfolio analysis, asset allocation, and investment selection.
- Retirement planning, including 401(k) plans, IRA accounts, and social security planning.
- Estate planning, including wills, trusts, and legacy planning.
- Insurance planning, including life, health, and long-term care insurance.
- Tax planning, including tax-efficient investing and tax planning strategies.
Client Types
Capital Financial Consultants Group, Inc. serves a diverse range of clients, including individuals, families, business owners, and high net worth individuals. They also have expertise in working with clients in various industries, such as healthcare, law, and technology. Their services are tailored to meet the unique needs of each client, regardless of their financial situation.
Fees & Compensation
Capital Financial Consultants Group, Inc. is a fee-based firm, meaning they receive compensation for their services through a combination of fees and commissions. The firm’s fees are based on a percentage of assets under management, and they charge competitive rates that are disclosed upfront to their clients. They do not receive any third-party compensation, ensuring their advice is always unbiased and in the best interest of their clients.
Background
The team at Capital Financial Consultants Group, Inc. is made up of experienced and highly qualified financial advisors. They have a diverse range of backgrounds and expertise, allowing them to provide well-rounded and comprehensive financial advice to their clients. The firm’s advisors hold various professional designations, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM). They also undergo regular training and education to stay informed of the latest industry trends and best practices.
Financial Advisor Disclosures to Know
Capital Financial Consultants Group, Inc. maintains a strict code of ethics and fiduciary duty, meaning they always act in the best interest of their clients. They have no relevant regulatory or disciplinary disclosures and have a clean record with the Securities and Exchange Commission (SEC).
In conclusion, Capital Financial Consultants Group, Inc. is a reputable and trustworthy financial consulting firm that puts their clients’ needs first. With their extensive range of services, experienced team, and commitment to transparency, they are well-equipped to help clients achieve their financial goals and secure their future.