Buckingham Financial Group, Inc
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Overview
Buckingham Financial Group, Inc operates as an advisory company headquartered in Dayton, Ohio. The company has a small team, including 10 financial advisors. Buckingham Financial Group, Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, stocks and options.
The firm's headquarters is located at 6856 Loop Rd., Dayton, Ohio 45459. Buckingham Financial Group, Inc is legally permitted to provide services to customers across 9 states, including Alabama, Arizona, California, Florida, Indiana, Michigan, Ohio, Pennsylvania and South Carolina.
Editorial note: In certain cases, firms can file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the available information for Buckingham Financial Group, Inc. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Buckingham Financial Group, Inc by the Numbers
13
Products and Services
Services offered by Buckingham Financial Group, Inc include financial planning services and educational seminars. In the past fiscal year, it provided financial planning services to 251-500 of its clients. The company does not sell products or offer services other than investment advice to its investment advisory clients. It is affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
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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.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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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.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually depend on the type of services provided. Fee types billed by the company most likely are comprised of any combination of the following fee structures: hourly, fixed or other. Buckingham Financial Group, Inc does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
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