About Artifex Financial Group, LLC
Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and
Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are.
In addition to general financial planning advice, we provide tax preparation and planning; investment management;
pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of
other services.
We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of
expertise that we can put to work for you.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
5-9
CRD#
1223159
Firm CRD#
140643
Name of Custodial Firm
TD Ameritrade Institutional, Folio Institutional and Betterment
Years of Experience in Financial Services
25
Number of Years with Current Firm
18
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AIF®, CIMA®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability
Financial Organization Memberships
Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Firm Information
Firm's Number of Clients
250
Firm's Number of Planning Clients
200
Firm's Number of Managed Clients
50
Assets Managed by Firm
$100,000,000
Advisor's Number of Clients
~300
Assets Managed by Advisor
$300,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1
Hourly Rate
$500
Minimum Fee Charged for Managed Accounts
$5,000
Minimum Fee Charged for Hourly Planning Accounts
$3500
Education
BA - Political Science
The Ohio State University
9/1979 -6/1983
Master's Degree - Strategy and Management
Harvard University
06/2018 -05/2020
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1887031/financialplanners-Artifex-Financial-Group,-LLC-detailed-disclosure.html