BLACKSTON FINANCIAL ADVISORY GROUP, LLC
SEC RegisteredThere is more to retirement than just your money.
About the firm
Blackston Financial Group is a financial advisory firm that helps individuals and families build and preserve assets for a confident financial future. They offer financial services and Medicare planning, and host informational seminars on retirement income strategies and wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial services, Medicare planning, retirement income strategies, and wealth management.
Who they serve
Individuals and families seeking retirement planning and financial independence.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 877 | $214M |
| High Net Worth Individuals | 63 | $118M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $339k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $5,000,001 and up | 0.50% |
| $0 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $5,000,000 | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLACKSTON FINANCIAL ADVISORY GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.