ELIOS FINANCIAL GROUP, INC.
SEC RegisteredFinancial Advisors Focused on You
About the firm
Elios Financial Group is an SEC-Registered Investment Advisor (RIA) dedicated to providing investment management and strategic wealth planning tailored to each client's individual circumstances. The firm strives to serve as a trusted advisor by helping clients make informed financial decisions aligned with their goals, offering objective, research-driven guidance designed to support long-term investment planning. They operate with a focus on trust, integrity, and respect through a team-based approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Elios Financial Group offers financial planning, wealth management, and retirement planning services. Specific products and services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Who they serve
Individual clients seeking personalized retirement planning, financial planning, and wealth management guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 168 | $61M |
| High Net Worth Individuals | 122 | $271M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 2.00% |
| Next $150,000 | 1.50% |
| Next $250,000 | 1.00% |
| Next $1,500,000 | 0.75% |
| Next $3,000,000 | 0.50% |
| Above $5,000,000 | 0.00% |
Data as of March 16, 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. ELIOS FINANCIAL GROUP, INC. 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.