Saubel Financial Group

Overview

Saubel Financial Group is an independent, owner-operated registered investment advisor structured as a limited liability company that serves individual and family clients. The firm combines fee-based financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its advisory model is oriented toward allocating capital across third-party managers rather than building concentrated single-stock portfolios — filings show the firm acts as a capital allocator and regularly selects external advisers for client mandates. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. The firm is not flagged as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices