Bond Financial Group, Inc.

RIAState Registered

Total AUM

$54.9M

Discretionary

$54.9M

100% of AUM

Avg account

$161K

Accounts

341

Employees

Advisory reps

Firm details

Headquarters: East Longmeadow, Massachusetts
CRD number: 289214
Website: bondfinancial.us
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals65.67%
HNWI34.33%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bond Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm works mainly with individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its advisory services include selection of other advisers and educational seminars/workshops, and the firm also operates as an insurance broker. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements. Bond Financial Group identifies itself as a capital allocator but does not describe an ESG investment focus.