THE PACIFIC FINANCIAL GROUP, INC.
SEC RegisteredLeading the Way.
About the firm
The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors. Their turn-key asset management platform gives advisors innovative strategies and support to streamline workflows and enhance client outcomes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Turnkey asset management platform (TAMP) providing Self-Directed Brokerage Account (SDBA) management, investment strategies (including EPIC Plus, Strategy Plus, P4, CORE, SMA, VAO, CHOICE), risk assessment and portfolio creation via RiskPro, and digital client paperwork and servicing platform (GPS).
Who they serve
Financial advisors and financial professionals seeking to serve retirement savers, including 401(k), 403(b), and 457 plan participants.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16,514 | $4.5B |
| High Net Worth Individuals | 304 | $501M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $6.2M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
957 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
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. THE PACIFIC 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.