Firm
Artifex Financial Group
Oakwood, Ohio
Fee-only
Artifex Financial Group at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 311 individual clients, 114 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 967 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Oakwood, Ohio |
|---|---|
| Website | artifexfinancial.com |
| Phone | (855) 752-6644 |
Artifex Financial Group fees
Artifex Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $329 million |
| Individual clients | 197 |
| High-net-worth clients | 114 |
| Accounts managed | 967 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-112759) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 140643 |