Budak Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,259,000
Clients
14
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$89,929
About
Budak Financial Group is a small, fee‑only advisory firm that provides discretionary and non‑discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations and small businesses. The firm maintains client assets at qualified custodians and limits its own custody to fee deduction and record access.
The firm tailors portfolios to client objectives and a documented risk‑tolerance process, providing ongoing supervision and periodic rebalancing. Its analytic toolkit includes charting, fundamental, technical and cyclical analysis, and it may employ a range of strategies from long‑term holdings to trading and options when appropriate; financial planning and implementation work are offered as separate engagements.
Noteworthy aspects relative to peers include its strict fee‑only stance with no commissions or affiliations with product sellers, a formal business‑continuity arrangement with another advisory firm to address loss of key personnel, and a policy that clients retain proxy voting responsibility (with advisory assistance available on request). The firm also emphasizes negotiable client arrangements and maintains documented information‑security and offsite backup practices.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Fee options
Financial plan fees range from $500 to $10,000 depending on complexity
Hourly planning engagements billed at $175 per hour
Account minimum: $50,000 Minimum fee: Minimum annual charge of $500 Fee-only: Financial planning fees generally range between $500 and $10,000, negotiable; hourly planning rate $175/hour
Main office location
Budak Financial Group, LLC
Highland Heights OH, United States
Number of offices
1
Most active in
Budak Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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