Select Financial Services
Select Financial Services Group is a privately held, independent registered investment advisory firm in Ann Arbor, Michigan, providing retirement, investment, estate, tax, and insurance planning to individuals, families, business owners, and plan sponsors. Broker-dealer and custody services are delivered via Commonwealth Financial Network.
- Company typePrivate
- Founded1999
- HeadquartersAnn Arbor, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Select Financial Services does
Select Financial Services Group, Inc. is a privately held independent registered investment advisory firm headquartered in Ann Arbor, Michigan, founded in 1999 and operating with 1–10 employees. The firm delivers personalized financial planning and investment advisory services to individuals and families, business owners, and plan sponsors, covering retirement planning, investment management, estate planning, insurance planning, tax planning, and general wealth management. Service delivery is principally in-person and appointment-based: prospective clients complete an intake form on the firm website, after which advisors are matched to the client's background and requirements.
The underlying technology stack is not proprietary. Securities operations, custody, and broker-dealer infrastructure are provided by Commonwealth Financial Network (Member FINRA/SIPC), and the firm's digital presence — website, educational content, video library, financial calculators, market updates, and client account access — runs on FMG Suite. The firm does not operate a mobile app, does not publish an API, and has no disclosed proprietary planning platform or model portfolio engine. Marketing is content-driven across seven resource verticals (retirement, investment, estate, insurance, tax, money, lifestyle).
The revenue model is fee-based advisory services delivered on a recurring relationship basis, with pricing determined through consultation rather than published. The go-to-market motion is sales-led and direct, with no disclosed third-party lead sources, referral partners, or institutional distribution. The firm does not appear in any public funding or M&A record, has no parent company, and reports no subsidiaries. Geographic scope is anchored in Michigan, with the website disclosing that advisors may transact only with residents of states in which they are properly registered.
Select Financial Services firmographics
Firmographics- Name
- Select Financial Services
- Legal name
- Select Financial Services Group, Inc.
- Website
- https://selectfsg.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Select Financial Services Group is a privately held, independent registered investment advisory firm in Ann Arbor, Michigan, providing retirement, investment, estate, tax, and insurance planning to individuals, families, business owners, and plan sponsors. Broker-dealer and custody services are delivered via Commonwealth Financial Network.
- Ownership category
- akta.pro rank
Where Select Financial Services is headquartered
LocationHeadquarters
- HQ city
- Ann Arbor
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Select Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: The firm provides financial planning and investment advisory services, charging fees for personalized financial guidance and investment strategy development. Advisory and financial planning services are offered through Select Financial Services Group, Inc.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Select Financial Services product offering
Product offeringCore offering
Select Financial Services Group is an independent financial advisory firm that provides personalized financial planning and investment advisory services. Its core offering spans retirement planning, investment management, estate planning, insurance planning, tax strategy, and business owner advisory (including business succession and employee benefits), delivered to individuals, families, business owners, and plan sponsors. Securities and advisory execution is supported through Commonwealth Financial Network, while the firm itself focuses on the client relationship, financial planning, and fiduciary guidance.
Product overview
Select Financial Services Group, Inc. is a registered investment advisory firm offering comprehensive financial planning and advisory services to individuals, families, business owners, and plan sponsors. The firm provides financial guidance across several interconnected service areas including retirement planning, investment management, estate planning, insurance planning, tax planning, and general money management. Client-facing digital offerings include account access, financial calculators, market updates, educational articles, and video content covering various financial topics. The firm is not a technology product company but rather a service-based advisory practice that delivers personalized financial guidance through its team of independent financial professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory and Planning Services
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Planning
- Tax Planning Strategy
- Business Owner Advisory (Succession and Employee Benefits)
- Plan Sponsor Fiduciary and Retirement Plan Services
Companies that use Select Financial Services
Customer profileSegments3 records
Ideal customer profiles3 records
Select Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Select Financial Services partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Commonwealth Financial NetworkcoreSecurities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC. Commonwealth provides the broker-dealer platform, custody, and technology infrastructure supporting the firm's securities operations. Advisory and financial planning services offered through Select Financial Services Group are separate and unrelated to Commonwealth. Fixed insurance products and services are separate and not offered through Commonwealth Financial Network.
Recent moves4 records
Expansion highlights4 records
Select Financial Services competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Independent broker-dealer and RIA support platform providing custody, technology, and compliance services to independent advisors offering comprehensive financial planning. Comparable operating model from the platform perspective.
- Cambridge Investment Research: Large independent broker-dealer and RIA support platform. Comparable in serving independent advisors with similar comprehensive planning offerings, though at much greater scale and as a platform rather than a direct advisory practice.
- Edward Jones: National full-service wealth management firm serving individuals, families, and small business owners with retirement and investment planning. Overlapping client segments and service mix, though operating as a large established incumbent with branch network.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent advisors including RIA practices offering retirement, estate, and investment planning. Comparable in the independent advisor segment but at vastly greater scale.
Direct peers
- Carson Group: Partnered RIA platform supporting independent financial advisors with comprehensive planning, investment, and business coaching services. Comparable in providing back-office and platform support to independent advisory practices.
- North Star Resource Group: Independent financial services firm offering retirement, estate, business, and investment planning to individuals and business owners. Closely comparable in service breadth and target client segments, particularly for the Midwest market.
- Creative Planning: Large independent RIA offering comprehensive financial planning (retirement, estate, tax, business succession) to individuals and business owners nationally. Directly comparable service mix and client segments, though at substantially larger scale.
- Fisher Investments: Independent investment management and financial planning firm serving individuals, families, and business owners. Comparable in offering portfolio management and comprehensive planning to similar client segments, though at materially larger AUM.
- Mariner Wealth Advisors: Independent wealth advisory firm offering comprehensive financial planning, investment management, and business owner services. Same multi-disciplinary model and target client base as Select FSG, but at significantly greater scale.
Others
- Commonwealth Financial Network: Select FSG's core broker-dealer and RIA custodian partner. Not a direct competitor but the foundational infrastructure provider, making it a relevant ecosystem comparable for understanding Select FSG's operating model and constraints.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Select Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Select Financial Services leadership team
Management profileNumber of profiles
Select Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Select Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Select Financial Services
What does Select Financial Services do?
Select Financial Services Group is an independent financial advisory firm that provides personalized financial planning and investment advisory services. Its core offering spans retirement planning, investment management, estate planning, insurance planning, tax strategy, and business owner advisory (including business succession and employee benefits), delivered to individuals, families, business owners, and plan sponsors. Securities and advisory execution is supported through Commonwealth Financial Network, while the firm itself focuses on the client relationship, financial planning, and fiduciary guidance.
Is Select Financial Services a public or private company?
Select Financial Services is a private company. It is classified as unknown and is currently operating.
When was Select Financial Services founded?
Select Financial Services was founded in 1999. It employs 1 to 10 people.
Where is Select Financial Services based?
Select Financial Services is headquartered in Ann Arbor, United States, in the North America region.
How does Select Financial Services make money?
One revenue line is on record: financial Advisory Services.
Who are Select Financial Services's main competitors?
Broad incumbents on record are Cetera Financial Group, Cambridge Investment Research, Edward Jones and LPL Financial. Direct peers are Carson Group, North Star Resource Group, Creative Planning, Fisher Investments and Mariner Wealth Advisors. Commonwealth Financial Network is listed as an others.
Does Select Financial Services have an API?
No public API is recorded for Select Financial Services.