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ABLE Financial Group

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uuid000tgxm

Namestring
ABLE Financial Group
Legal namestring
ABLE Financial Group, LLC
Websiteurl
ablefinancialgroup.com
Company typeenum
Private
Founded yearint
2006
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersScottsdale, United States
HQ citystring
Scottsdale
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management advisory, financial planning services, retirement planning, investment advisory, business succession planning
Industry4 codes
1Comprehensive/Full-Service RIAs & Independent Wealth Managers
CodeFSAAACAAPrimaryYes
2Financial Planning–Led RIAs
CodeFSAAACABPrimaryNo
3Comprehensive Financial Planning
CodeFSAEAAAAPrimaryNo
4Retirement Plan Participant Advice & Managed Accounts
CodeFSAEABAFPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Wealth Management Advisory
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Fee-Based Advisory Services
TypeSubscription Recurring
Description

ABLE Financial Group operates as a primarily fee-based financial advisory practice, meaning advisors are compensated by client fees rather than commissions on product sales. This fiduciary model aligns advisor interests with client interests.

ablefinancialgroup.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Fee-based advisory services with no commissions on product sales
ModelSubscriptionBilling cadenceAnnual
Notes

The firm is primarily fee-based with independence from commission-based sales and proprietary products. Specific pricing tiers are not publicly disclosed.

ablefinancialgroup.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

ABLE Financial Group is an independent, fee-based financial advisory practice that delivers comprehensive wealth management, investment advisory, and retirement planning services. The firm specializes in guiding clients through significant life and wealth transitions including business succession, retirement, divorce, widowhood, special needs family care, and multi-generational wealth transfer. Services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals operating under a fiduciary standard.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

ABLE Financial Group is an independent, primarily fee-based financial advisory services practice offering comprehensive wealth management solutions. The firm's core offering is holistic financial planning and investment management services, supported by specialized modules for business succession planning, education planning, retirement plan solutions for small businesses, cash flow management, executive compensation strategies, legacy/charitable giving, and special needs family planning. The firm also provides digital access through the ABLE Financial mobile app and client portal. The portfolio consists of advisory service offerings rather than discrete software products, delivered through a team of CERTIFIED FINANCIAL PLANNER™ professionals.

Product and service11 records
1Wealth Management Solutions
CategoryCore advisory service
Description

Comprehensive wealth management practice combining in-depth financial planning, investment management, and tailored strategies for individuals and families, delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals.

2Investment Management
CategoryCore advisory service
Description

Fiduciary investment advisory service providing informed perspectives, tailored approaches, and Investment Committee-supported portfolio and insurance strategies aligned to client financial priorities.

3Business Succession Planning
CategorySpecialty advisory service
Description

Planning services to transition family-owned and founder-led businesses to the next generation, including valuation, ownership transfer, and retirement transition strategy.

4Education Planning
CategorySpecialty advisory service
Description

Analysis and tax-efficient strategy design for funding education costs, including 529 Plans, Education IRAs (Coverdell), Custodial Accounts, and other methods for children and grandchildren.

5Retirement Plan Solutions
CategorySpecialty advisory service
Description

Comprehensive retirement plan advisory services for small businesses covering plan governance, investment searches, investment monitoring, plan oversight, and employee retirement readiness.

6Cash Flow Management
CategorySpecialty advisory service
Description

Budgeting and cash flow analysis comparing income to expenses to determine net cash flow, supporting individuals and business owners in managing spending, debt, and profitability.

7Executive Compensation Strategies
CategorySpecialty advisory service
Description

Guidance for corporate executives on stock options, restricted stock, deferred compensation, and 401(k) coordination, addressing complex equity and deferred compensation planning needs.

8Legacy and Charitable Giving Strategies
CategorySpecialty advisory service
Description

Customized investment strategies for charitable giving, philanthropy, and multigenerational wealth transfer, including charitable trusts and foundation planning.

9Special Needs Family Planning
CategorySpecialty advisory service
Description

Financial planning services for families with special needs children or adults, covering life management, care planning, government benefits protection, and specialized trust planning.

10ABLE Financial Mobile App
CategoryDigital client-access product
Description

Mobile application offering clients on-demand access to their ABLE Financial Group account information, available via Google Play and the Apple App Store.

11ABLE Client Portal
CategoryDigital client-access product
Description

Secure online client portal integrated with the Orion Advisor platform that supports account access, document sharing, and ongoing communication between clients and advisors.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks2 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment7 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles11 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

ABLE Financial Group

Wealth Management Advisoryablefinancialgroup.com

ABLE Financial Group firmographics

Firmographics
Name
ABLE Financial Group
Legal name
ABLE Financial Group, LLC
Website
https://ablefinancialgroup.com
Company type
Private
Founded year
2006
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

ABLE Financial Group industry classification

Industry
Product category
Wealth Management Advisory
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries
Financial Planning–Led RIAs (FSAAACAB), Comprehensive Financial Planning (FSAEAAAA), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

  • Wealth management advisory
  • Financial planning services
  • Retirement planning
  • Investment advisory
  • Business succession planning

Where ABLE Financial Group is headquartered

Location

Headquarters

HQ city
Scottsdale
HQ country
United States
HQ region
North America

Offices1 record

Markets served

ABLE Financial Group business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Fee-Based Advisory Services: ABLE Financial Group operates as a primarily fee-based financial advisory practice, meaning advisors are compensated by client fees rather than commissions on product sales. This fiduciary model aligns advisor interests with client interests.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualFee-based advisory services with no commissions on product sales

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

ABLE Financial Group product offering

Product offering

Core offering

ABLE Financial Group is an independent, fee-based financial advisory practice that delivers comprehensive wealth management, investment advisory, and retirement planning services. The firm specializes in guiding clients through significant life and wealth transitions including business succession, retirement, divorce, widowhood, special needs family care, and multi-generational wealth transfer. Services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals operating under a fiduciary standard.

Product overview

ABLE Financial Group is an independent, primarily fee-based financial advisory services practice offering comprehensive wealth management solutions. The firm's core offering is holistic financial planning and investment management services, supported by specialized modules for business succession planning, education planning, retirement plan solutions for small businesses, cash flow management, executive compensation strategies, legacy/charitable giving, and special needs family planning. The firm also provides digital access through the ABLE Financial mobile app and client portal. The portfolio consists of advisory service offerings rather than discrete software products, delivered through a team of CERTIFIED FINANCIAL PLANNER™ professionals.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management Solutions Comprehensive wealth management practice combining in-depth financial planning, investment management, and tailored strategies for individuals and families, delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals.
  • Investment Management Fiduciary investment advisory service providing informed perspectives, tailored approaches, and Investment Committee-supported portfolio and insurance strategies aligned to client financial priorities.
  • Business Succession Planning Planning services to transition family-owned and founder-led businesses to the next generation, including valuation, ownership transfer, and retirement transition strategy.
  • Education Planning Analysis and tax-efficient strategy design for funding education costs, including 529 Plans, Education IRAs (Coverdell), Custodial Accounts, and other methods for children and grandchildren.
  • Retirement Plan Solutions Comprehensive retirement plan advisory services for small businesses covering plan governance, investment searches, investment monitoring, plan oversight, and employee retirement readiness.
  • Cash Flow Management Budgeting and cash flow analysis comparing income to expenses to determine net cash flow, supporting individuals and business owners in managing spending, debt, and profitability.
  • Executive Compensation Strategies Guidance for corporate executives on stock options, restricted stock, deferred compensation, and 401(k) coordination, addressing complex equity and deferred compensation planning needs.
  • Legacy and Charitable Giving Strategies Customized investment strategies for charitable giving, philanthropy, and multigenerational wealth transfer, including charitable trusts and foundation planning.
  • Special Needs Family Planning Financial planning services for families with special needs children or adults, covering life management, care planning, government benefits protection, and specialized trust planning.
  • ABLE Financial Mobile App Mobile application offering clients on-demand access to their ABLE Financial Group account information, available via Google Play and the Apple App Store.
  • ABLE Client Portal Secure online client portal integrated with the Orion Advisor platform that supports account access, document sharing, and ongoing communication between clients and advisors.

Companies that use ABLE Financial Group

Customer profile

Segments7 records

Ideal customer profiles4 records

ABLE Financial Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

ABLE Financial Group partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

ABLE Financial Group competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks2 records

Key highlights7 records

Customer concentration

ABLE Financial Group social profiles

Digital presence

ABLE Financial Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ABLE Financial Group leadership team

Management profile

Number of profiles

Profiles11 records

ABLE Financial Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

ABLE Financial Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ABLE Financial Group

What does ABLE Financial Group do?

ABLE Financial Group is an independent, fee-based financial advisory practice that delivers comprehensive wealth management, investment advisory, and retirement planning services. The firm specializes in guiding clients through significant life and wealth transitions including business succession, retirement, divorce, widowhood, special needs family care, and multi-generational wealth transfer. Services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals operating under a fiduciary standard.

Is ABLE Financial Group a public or private company?

ABLE Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was ABLE Financial Group founded?

ABLE Financial Group was founded in 2006. It employs 11 to 50 people.

Where is ABLE Financial Group based?

ABLE Financial Group is headquartered in Scottsdale, United States, in the North America region.

How does ABLE Financial Group make money?

One revenue line is on record: fee-Based Advisory Services.

Does ABLE Financial Group have an API?

No public API is recorded for ABLE Financial Group.

What industry is ABLE Financial Group in?

ABLE Financial Group's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6411.

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Live signals
Defense WorldVanguard S&P 500 ETF $VOO Shares Bought by ABLE Financial Group LLCABLE Financial Group LLC increased its holdings in Vanguard S&P 500 ETF by 178.5% during the fourth quarter, purchasing an additional 1,028 shares to hold 1,604 shares worth approximately $1,006,000 as of the most recent SEC filing. Several other institutional investors, including Front Row Advisors LLC, Clear Investment Research LLC, Redmont Wealth Advisors LLC, Corundum Trust Company INC, and Turning Point Benefit Group Inc., also acquired new stakes or modified their existing positions in the ETF during recent quarters. The Vanguard S&P 500 ETF trades on NYSEARCA under the ticker VOO and tracks the S&P 500 Index.Defense WorldABLE Financial Group LLC Raises Stock Holdings in Netflix, Inc. $NFLXABLE Financial Group LLC increased its Netflix holdings by 881.5% during Q4, bringing its position to 19,277 shares worth $1.807 million, as multiple other institutional investors also raised their Netflix positions. Netflix reported Q4 earnings of $0.56 EPS beating estimates by $0.01 and revenue of $12.05 billion, up 17.6% year-over-year, while directors Reed Hastings and Bradford L. Smith sold a combined 452,340 shares. Analysts are largely bullish with a consensus "Moderate Buy" rating and $115.50 price target, citing confidence in the ad-supported tier growth and margin expansion outlook.Defense WorldABLE Financial Group LLC Increases Stock Position in Vanguard Total Stock Market ETF $VTIABLE Financial Group LLC increased its stake in Vanguard Total Stock Market ETF by 12.8% in the fourth quarter, acquiring 3,577 additional shares to hold 31,594 shares worth approximately $10.6 million. The ETF represents about 2.2% of ABLE Financial Group's portfolio, making it the firm's 12th largest position. Several other institutional investors, including CWM LLC, Ervin Investment Management LLC, and BIP Wealth LLC, also reported adjustments to their VTI holdings during the same period.Defense WorldABLE Financial Group LLC Boosts Stock Holdings in VanEck Long Muni ETF $MLNABLE Financial Group LLC increased its stake in VanEck Long Muni ETF by 12.8% during the fourth quarter, acquiring 69,344 additional shares to hold 610,501 shares worth approximately $10.7 million. The ETF now represents about 2.2% of ABLE Financial Group's portfolio as its 11th largest holding. Several other institutional investors also adjusted their positions in the ETF during the third quarter, while VanEck Long Muni ETF recently reduced its monthly dividend to $0.0509 per share, representing a 3.5% annualized yield.Defense WorldABLE Financial Group LLC Acquires 5,255 Shares of iShares 7-10 Year Treasury Bond ETF $IEFABLE Financial Group LLC increased its holdings in iShares 7-10 Year Treasury Bond ETF (IEF) by 30.7% during the fourth quarter, purchasing an additional 5,255 shares to own 22,362 shares valued at approximately $2.15 million. Multiple other institutional investors, including Grey Fox Wealth Advisors LLC, Asset Dedication LLC, and Cornerstone Planning Group LLC, also initiated or increased positions in the ETF during the same period. iShares 7-10 Year Treasury Bond ETF simultaneously announced a monthly dividend increase to $0.3172 per share, representing a 13.3% increase from its previous dividend and a 4.0% annualized yield.Defense WorldABLE Financial Group LLC Acquires 7,670 Shares of Avantis International Equity ETF $AVDEABLE Financial Group LLC increased its holdings in the Avantis International Equity ETF (AVDE) by 7.9% in the fourth quarter, purchasing an additional 7,670 shares to bring its total position to 104,255 shares worth approximately $8.58 million. The ETF, which comprises about 1.7% of ABLE Financial Group's investment portfolio as its 17th largest holding, has a market capitalization of $15.23 billion and is based on the MSCI World ex USA IMI Index. Several other institutional investors also modified their positions in the fund during recent quarters, according to 13F filings with the SEC.Defense WorldPIMCO Multi Sector Bond Active ETF $PYLD Shares Purchased by ABLE Financial Group LLCABLE Financial Group LLC raised its position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) by 6.0% in the fourth quarter, acquiring an additional 29,056 shares to hold 510,088 shares total, according to its most recent 13F filing with the Securities and Exchange Commission. The firm's stake is worth approximately $13.6 million and represents about 0.12% of the ETF, making it ABLE Financial's 7th largest position at 2.8% of its total holdings. The ETF, managed by PIMCO and launched in June 2023, primarily invests in broad credit fixed income instruments across multiple sectors.Defense WorldABLE Financial Group LLC Takes $1.16 Million Position in Equinix, Inc. $EQIXABLE Financial Group LLC purchased a new stake in Equinix, Inc. during the fourth quarter, acquiring 1,518 shares valued at approximately $1,163,000, according to the company's Form 13F filing with the SEC. Multiple other institutional investors also increased their positions in Equinix, including Ameriflex Group Inc. (433.3% increase), Abound Wealth Management (209.1% increase), and Princeton Global Asset Management LLC (200.0% increase). Equinix reported quarterly earnings of $8.91 per share, missing analyst estimates of $9.07, while revenue of $2.42 billion rose 7% year-over-year, and the company recently raised its quarterly dividend to $5.16 from $4.69.Defense WorldABLE Financial Group LLC Purchases 12,815 Shares of Cisco Systems, Inc. $CSCOABLE Financial Group LLC increased its position in Cisco Systems by 230.9% during the fourth quarter, purchasing an additional 12,815 shares to bring its total holdings to 18,365 shares valued at $1,415,000. Cisco Systems reported quarterly earnings of $1.04 per share, beating consensus estimates of $1.02, with revenue of $15.35 billion representing a 9.7% year-over-year increase. The company also raised its quarterly dividend to $0.42 per share from $0.41, with analyst ratings remaining predominantly positive with a "Moderate Buy" consensus.Defense WorldABLE Financial Group LLC Acquires Shares of 8,351 Arista Networks, Inc. $ANETABLE Financial Group LLC acquired 8,351 shares of Arista Networks, Inc. in the fourth quarter, valued at approximately $1,094,000, with other institutional investors including Brighton Jones LLC, Revolve Wealth Partners LLC, Bison Wealth LLC, Sivia Capital Partners LLC, and Gamco Investors INC. ET AL also adjusting their positions in the company. Arista Networks reported quarterly earnings of $0.82 EPS, beating consensus estimates of $0.75, with revenue of $2.49 billion representing a 28.9% year-over-year increase. Multiple analysts have issued buy ratings with target prices ranging from $175 to $200, while company insiders Yvonne Wassenaar and Charles H. Giancarlo recently sold shares valued at approximately $240,379 and $1,123,440 respectively.