Neoklis Kypreos
Axion Financial Group · Bethany Beach, Delaware
Neoklis Kypreos is a fee-only financial advisor at Axion Financial Group in Bethany Beach, Delaware. Axion Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Axion Financial Group |
|---|---|
| Based in | Bethany Beach, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $47.3M across 253 accounts |
| SEC registration | Investment adviser representative in DE, PA · CRD 5844589 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.axionfinancial.com |
| Profile |
How Neoklis's firm compares
- Axion Financial Group's average account is about $187,000, from its Form ADV (assets managed divided by 253 accounts).
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Questions about Neoklis
Is Neoklis Kypreos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neoklis holds no broker registration, and Axion Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neoklis charge for financial advice?
Neoklis's firm, Axion Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Neoklis Kypreos based?
Neoklis Kypreos is based in Bethany Beach, Delaware.
Is Neoklis Kypreos registered with the SEC?
Yes. Neoklis Kypreos is registered as an investment adviser representative in DE and PA (CRD 5844589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axion Financial Group manage?
Axion Financial Group reports $47.3M across 253 accounts in assets under management.
How do I contact Neoklis Kypreos?
Through Neoklis's website, www.axionfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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