The DeBart Group Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
The deBart Group, Inc. is a SEC-registered investment adviser that provides non‑discretionary portfolio advice and financial planning to a range of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s brochure notes it offers tailored financial plans (via fixed fees or an hourly option) and reports that, as of December 31, 2025, it managed no client assets.
Investment advice is grounded in fundamental analysis and a long‑term purchase approach, with recommendations across equities, debt securities, mutual funds, exchange‑traded funds and U.S. government securities. Compensation is primarily asset‑based, but the firm also charges fixed and hourly fees for planning services, and advisory fees are deducted through the account custodian.
Notable distinctions include that the firm’s associated persons are registered representatives of a broker‑dealer and are licensed insurance agents, and therefore may receive commissions, 12b‑1 fees and insurance commissions in addition to advisory fees; the brochure also discloses the firm’s recommendation of that broker‑dealer for custody and a practical limitation that accounts may not be accepted if the recommended broker is not used. The firm explicitly lists pension and profit‑sharing plans among its client types—an activity that is less common for firms in this category—and the combination of brokerage/insurance compensation alongside advisory services is a material conflict of interest highlighted in its disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
Fixed financial planning fees ranging from $5,000 to $50,000
1.5% annually, billed quarterly in arrears based on account value at quarter end; fees negotiable; pro rata fees for partial quarters
Advisors are registered representatives earning commissions on securities sales and insurance products; commissions are separate and in addition to advisory fees
$500 per hour for financial planning services
Account minimum: No minimum stated; firm states generally no minimum to open and maintain an advisory account but may terminate accounts deemed too small to manage effectively. Fee-only: Fixed fee from $5,000 to $50,000 for financial planning services; $500 hourly fee also available for financial planning; fees negotiable
Main office location
The DeBart Group Inc.
745 Fifth Avenue, Suite 500
New York NY 10151, United States
Number of offices
1
Most active in
The DeBart Group Inc. has reported serving >5 clients in these states in the last 12 months.
Connecticut · New Jersey · New York · Pennsylvania
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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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