BASILE FINANCIAL GROUP, INC.

Overview

Basile Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional customers. Its advisory menu centers on financial planning, discretionary portfolio management for individuals and small businesses, and delivery of educational seminars and workshops. The firm uses a mix of billing approaches — percentage-of-AUM fees alongside hourly and fixed-fee arrangements — which allows flexibility across planning engagements and ongoing portfolio relationships. Basile Financial Group does not self-identify as an active ESG investor, multi-state adviser, or pension consultant, and it is not structured as a capital allocator; it also lists an accountant among its industry affiliations.

Assets & Accounts

Investments & Alternatives