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Griffin Financial Advisors, LLC

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Client assets under management

$65,667,313

Clients

155

13% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

78

High

Average account size

$423,660

About

Griffin Financial Advisors serves individual investors, families, trusts, small businesses and retirement plans, including high‑net‑worth clients, and provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and project or hourly advice. The firm reports about two advisory professionals and manages assets across both investment management and standalone planning engagements.

The firm operates as an independent, fiduciary advisory practice that charges asset‑based, fixed and hourly fees and documents client objectives with an investment policy statement or risk‑tolerance questionnaire. Its investment process uses fundamental, technical and cyclical analysis, may employ separate managed accounts on custodial platforms, and follows a seven‑step financial planning workflow with periodic reviews and monitoring.

Unlike many peers, the firm’s principals maintain licensed insurance practices and, as outside business activities, may offer insurance products for commissions under a separate DBA (the brochure notes roughly 2% of principal time devoted to insurance). The firm discloses this potential conflict, provides mitigation steps and retains custody and execution relationships with a major custodian while otherwise positioning itself as fee‑focused.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Income planning

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

One-time financial planning fixed fee typically between $1,000 and $3,600.

Percentage

$10,000 - $100,000: 1.75% $100,001 - $400,000: 1.65% $400,001 - $700,000: 1.50% $700,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $1,750,000: 0.75% $1,750,001+: 0.65%

Project-based

$300 per hour for additional services beyond fixed fee plans.

Other

Account minimum: $10,000 Fee-only: Financial planning fixed fees typically range from $1,000 to $3,600; hourly fee $300 per hour.

Main office location

Griffin Financial Advisors, LLC

St. John IN, United States

Number of offices

1

Most active in

More info

Illinois · Indiana · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 708-759-7554

Advisors at this firm

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user avatar

Kevin G

Series 63, Series 65

St. John, IN

Griffin Financial Advisors, LLC

Kevin Griffin is a financial advisor with Griffin Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Griffin Financial Advisors since 2014 and has operated under the Griffin Wealth Management name since 2003. Outside of investment advisory services, he is involved in a non-variable insurance business offering fixed annuities, long-term care, and term life insurance. Griffin Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm employs a personalized, fiduciary approach that tailors asset allocation and investment selection using fundamental, technical, and cyclical analysis, sometimes utilizing outside specialty managers to implement specific strategies.

General retirement planning Income planning Founder/Business Owner Retired
user avatar

Kevin G

CFP®, Series 65

St. John, IN

Griffin Financial Advisors, LLC

Kevin Griffin is a CFP® and holds a Series 65 license with nine years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016 and previously worked at Bmo Harris Bank from 2014 to 2016. Griffin Financial Advisors provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm uses a personalized, fiduciary approach that incorporates fundamental, technical, and cyclical analysis to tailor asset allocation and investment selection, occasionally employing outside specialty managers.

General retirement planning Income planning Founder/Business Owner Retired
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