Adviser Financial Group provides personalized financial planning and investment advice mostly to individuals, operating as a registered investment advisor legally required to act in your best interest. Founded in 2000 and based in Rochester, Minnesota, the firm focuses on strategic asset allocation using a buy-and-hold approach tailored to each client's long-term financial plan, risk tolerance, and liquidity needs. Services include financial planning, retirement planning, tax strategies, estate planning, insurance reviews, and investment consultations. Adviser Financial Group operates strictly as a fee-only firm, meaning they do not sell financial products, earn commissions, or accept finder's fees. The firm does not have the authority to make trades without asking first and relies on client approval for all investment actions. Please note that the firm is not currently accepting new clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The annual fee is calculated using the formula: $500 + (Total Investments x 0.0025). The minimum annual fee is $750. All fees are negotiable.