Fellows Financial Group

What Fellows Financial Group does

Fellows Financial Group LLC is a privately-held U.S. financial advisory firm founded in 2015 by Blake Fellows and headquartered in Leesburg, Virginia, with a regional office in Indianola, Iowa. The firm delivers integrated wealth planning for entrepreneurs, business owners, high-net-worth individuals ($10M+ in net worth), families, pre-retirees, and retirees through its proprietary "Fellows For Life" three-step process (Discovery, Development, Delivery). Core service lines are Financial Planning, Investment Management, and Retirement Strategies, with specialized offerings for business succession, tax mitigation, asset protection, and legacy planning.

The firm's underlying technology stack is centered on Wealthcare's proprietary financial planning software, which holds 12 U.S. patents on applications that strengthen the planning process and integrate investment management with planning. Fellows operates as an independent fiduciary advisor delivering investment advisory services through its affiliated SEC-registered investment advisor, Wealthcare Capital Partners LLC, with securities offered through Arkadios Capital (FINRA/SIPC member). The GTM model is sales-led and relationship-first: prospects enter via "Get Acquainted" consultations, educational content downloads (e.g., the "Fellows Report"), and direct phone inquiries, with no published income or net worth minimums.

The business model is largely fee-based professional services: explicit fees for comprehensive financial planning engagements plus recurring AUM-based revenue generated through Wealthcare Capital Partners and Arkadios Capital. Specific pricing is not publicly disclosed and is set on a per-engagement basis. The firm has approximately 11 staff, suggesting a small-team, high-touch advisory model rather than a scaled wealthtech operation. Geographic reach is limited to Virginia and Iowa.

Name

Fellows Financial Group

Legal name

Fellows Financial Group LLC

Website

https://fellowsfg.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Fellows Financial Group is an independent fiduciary advisory firm in Leesburg, VA and Indianola, IA that delivers integrated financial planning, investment management, and retirement strategies to business owners, high-net-worth individuals, families, pre-retirees, and retirees in Virginia and Iowa.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Financial planning services
• Investment management
• Retirement planning
• Wealth management
• Fiduciary advisory

Headquarters

HQ city

Leesburg

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Planning Fees: Fee-for-service model for comprehensive financial plans. Advisors conduct initial discovery meetings, develop proposals, and charge transparent fees based on effort required. No-obligation initial consultations available.
2. Investment Management (AUM): Investment advisory services provided through Wealthcare Capital Partners LLC, a registered investment advisor with SEC. Securities offered through Arkadios Capital, member SIPC/FINRA.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Fellows Financial Group provides fee-for-service financial planning and investment management for individuals and business owners, with specialization in retirement strategies. The firm delivers holistic, integrated personal and business financial planning through its proprietary "Fellows For Life Planning Process." As an independent fiduciary, it offers retirement income planning, tax-efficient investment management, and legacy planning without income or net worth minimums.

Product overview

Fellows Financial Group is a financial advisory firm offering a unified suite of life planning services centered on its proprietary Fellows For Life planning process. The core offerings include Financial Planning (holistic planning integrating all financial aspects), Investment Management (disciplined, research-driven portfolio management), and Retirement Strategies (comprehensive pre-retirement and post-retirement planning). The firm also provides specialized services for Business Owners, Families, High-Net-Worth Individuals, Pre-Retirees, and Retirees. The firm leverages Wealthcare's proprietary software (holding 12 U.S. patents) to run deep financial planning analyses. Securities and investment advisory services are provided through affiliated partner Arkadios Capital (a FINRA/SIPC member firm) and Wealthcare Capital Partners LLC (an SEC-registered investment advisor).

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management
• Retirement Strategies
• Business Owner Wealth Planning
• Family Financial Planning
• High-Net-Worth Individual Advisory

Quantifiable outcome

• Holistic financial planning integrating work, family, and personal goals with actual assets and projections

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Wealthcare Capital Partners LLCcoreStrategic or Co-development PartnerFellows Financial Group is affiliated with Wealthcare Capital Partners LLC, a registered investment advisor with the SEC. This partnership provides access to $5 billion in assets under management, chartered financial analysts, portfolio managers, trading team, and proprietary planning software with 12 U.S. patents. Fellows remains the primary client-facing advisor.
• Arkadios CapitalcoreChannel Partner/ Reseller/ DistributorSecurities are offered through Arkadios Capital, a SIPC and FINRA member firm. Fellows Financial Group is registered through Arkadios Capital for securities offerings.
• Wealthcare CompanycoreStrategic or Co-development PartnerFellows is one of a few elite financial advisory firms that are part of the Wealthcare Company, providing access to resources including chartered financial analysts, portfolio managers, traders, and proprietary planning software with 12 U.S. patents.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Fee-only, fiduciary RIA with a relationship-first planning model targeting HNW clients and business owners across multiple U.S. regions. Operates as a direct peer to Fellows given shared fiduciary, planning-centric service model.
• Carson Group: Partnership-based RIA platform supporting independent advisors with technology, compliance, and investment resources. Comparable to Fellows as a tech-enabled independent advisory network; differs in being a partnership/affiliation model versus a single-brand firm.
• Focus Financial Partners: Partnership platform for independent, fiduciary wealth management firms. Operates as a peer at the business-model level — both provide back-office/infrastructure support to independent advisors — though Focus is an aggregator and public company.
• Mercer Advisors: National RIA providing comprehensive financial planning, investment management, and tax/estate services to HNW households and business owners. Highly comparable to Fellows in service mix and target client profile.
• Sanctuary Wealth: Partnership platform for independent, fiduciary advisors offering wealth management, investment, and planning services. Comparable to Fellows as a model for independent advisors seeking institutional support while retaining fiduciary branding.
• Sequoia Financial Group: Fiduciary, fee-only RIA providing comprehensive wealth management, tax planning, and retirement strategies. Comparable to Fellows in service model and target clients, with a fellow niche emphasis on retirement planning.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning, investment management, and retirement advice to a national client base. Comparable to Fellows as a fee-based, planning-led advisory firm serving mass-affluent and HNW households, though at vastly greater scale.
• Creative Planning: National RIA providing holistic financial planning, investment management, and tax/estate services to HNW individuals and business owners. Closely mirrors Fellows' integrated personal/business planning model at a much larger scale.
• Fisher Investments: Large independent investment management firm serving HNW and institutional clients. Overlaps with Fellows on investment management and wealth planning for HNW individuals, though Fisher is more asset-management-centric.

Regional players

• Janney Montgomery Scott: Mid-Atlantic-headquartered full-service wealth management firm with strong presence in Virginia and the Northeast. Comparable to Fellows in geographic focus and financial planning / investment management offerings, though it operates as a wirehouse-style firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/fellowsfinancialgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Fellows Financial Group