How does the advisor help clients – Key Takeaways:
EHLERT FINANCIAL GROUP, INC. serves as a trusted and experienced financial advisor to its clients. With a team of knowledgeable professionals, the firm provides a variety of financial services to help clients reach their financial goals.
Facts and Insights
Founded in 1998, EHLERT FINANCIAL GROUP, INC. has over 20 years of experience in the financial industry. The firm currently has $500 million in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
EHLERT FINANCIAL GROUP, INC. serves a diverse range of clients, including individuals, families, and small business owners. The firm also works with clients of various income levels, from those just starting out to high net worth individuals.
Fees & Compensation
EHLERT FINANCIAL GROUP, INC. operates on a fee-based compensation model, meaning that clients pay a percentage of their assets under management as a fee for the firm’s services. This model ensures that the firm’s interests are aligned with those of its clients, as the firm only earns more when clients’ investments grow.
Background
EHLERT FINANCIAL GROUP, INC. was founded by John Ehlert, a certified financial planner with over 30 years of experience in the industry. Along with his team of advisors, John works closely with clients to develop personalized financial strategies that align with their unique goals and values.
Financial Advisor Disclosures to Know
EHLERT FINANCIAL GROUP, INC. prides itself on its transparency and ethical practices. As registered investment advisors, the firm is held to a fiduciary standard, meaning that it is legally obligated to act in the best interests of its clients. Additionally, EHLERT FINANCIAL GROUP, INC. has a clean record with no regulatory or disciplinary actions taken against it.