Firm
Jeffrey A. Drayton Financial Group, Inc.
Maple Grove, Minnesota
Fee-only
Jeffrey A. Drayton Financial Group, Inc. at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 51 individual clients, 5 of them high net worth.
- Its average account is about $273,000 (assets it manages divided by its 118 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Maple Grove, Minnesota |
|---|---|
| Website | jeffreyadrayton.com |
| [email protected] | |
| Phone | (612) 354-4430 |
Jeffrey A. Drayton Financial Group, Inc. fees
Jeffrey A. Drayton Financial Group, Inc. 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 |
|---|---|
| Assets managed | $32 million |
| Individual clients | 46 |
| High-net-worth clients | 5 |
| Accounts managed | 118 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 290721 |