Buckingham Financial Group, Inc

CRD#117982
Investment Advisor Firm

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Learn more about Buckingham Financial Group, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Buckingham Financial Group, Inc is located at 6856 Loop Rd., Dayton, OH. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Buckingham Financial Group, Inc is not a registered broker-dealer.

    Buckingham Financial Group, Inc offers financial planning services and educational seminars. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The fee structure at Buckingham Financial Group, Inc includes hourly, fixed, and other fees. The firm maintains affiliations with an accountant or accounting firm.

    Buckingham Financial Group, Inc is registered in the states of Alabama, Arizona, California, Florida, Indiana, Michigan, Ohio, Pennsylvania, and South Carolina.

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    6856 Loop Rd.
    Dayton, OH 45459

    Buckingham Financial Group, Inc by the Numbers

    Total Number of Employees

    13

    National Average: 64
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    Products and Services

    Financial services provided by Buckingham Financial Group, Inc include financial planning services and educational seminars. In the past financial year, Buckingham Financial Group, Inc provided financial planning services to 251-500 of its clients. The Company does not sell products or offer services apart from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees usually are based on which services the firm provides the client. Fees billed by Buckingham Financial Group, Inc can consist of some combination of the following fee types: hourly, fixed, or other.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Disclosures

    Buckingham Financial Group, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Buckingham Financial Group, Inc

    Emily Cozad
    Dayton, OH
    Bradley Griffith
    Dayton, OH
    Lance Steiner
    Dayton, OH
    Christina Israel
    Dayton, OH
    Melissa Mueller
    Dayton, OH
    Sydney Burchett
    Dayton, OH
    Michael Hays
    Dayton, OH
    Nicole Strbich
    Dayton, OH
    Marla Chambers
    Dayton, OH

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    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.