How does the advisor help clients – Key Takeaways:
JFG WEALTH MANAGEMENT, LLC provides personalized financial planning and investment management services to help clients achieve their financial goals.
- The advisor offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- They work with various client types, including individuals, families, and small business owners.
- JFG WEALTH MANAGEMENT, LLC has a team of highly experienced and knowledgeable advisors who keep up with the latest financial trends and regulations to provide the best possible advice to their clients.
Facts and Insights
Founded in 2005, JFG WEALTH MANAGEMENT, LLC has been serving clients for over 15 years. They are registered as a Registered Investment Advisor with the Securities and Exchange Commission (SEC).
Their team of advisors collectively has over 50 years of experience in the financial industry.
According to their latest ADV (Form ADV is a required submission to the SEC), JFG WEALTH MANAGEMENT, LLC has assets under management (AUM) of over $100 million, serving over 200 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million+ | 10+ |
Financial Services Offered
JFG WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their financial objectives:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Planning
- Cash Flow Management
Client Types
JFG WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
Fees & Compensation
JFG WEALTH MANAGEMENT, LLC follows a fee-only pricing structure, which means they do not earn commissions or other forms of compensation from the sale of financial products. This ensures their advice is unbiased and in the best interest of their clients.
Their fees are based on a percentage of assets under management, typically ranging from 1% – 2% depending on the size of the portfolio.
Background
JFG WEALTH MANAGEMENT, LLC was founded by John F. Green, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. He has a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
JFG WEALTH MANAGEMENT, LLC has a clean disciplinary record and has not faced any legal or regulatory actions in the past 10 years.
They are committed to transparency and provide their clients with all necessary disclosures and information, including any potential conflicts of interest.