Brian Low Financial Group, LLC

Brian Low Financial Group, LLC (BLFG) is a Registered Investment Adviser offering customized investment strategies to clients. Established in March 2025, BLFG manages advisory accounts on a non-discretionary basis, executing transactions with client consent based on individual profiles and investment plans. The firm primarily allocates assets among equities, ETFs, mutual funds, and debt securities according to client objectives and income needs. BLFG's investment philosophy focuses on purpose-driven investing, thorough research, diversification, and disciplined rebalancing to align with client goals. The firm charges advisory fees based on a tiered schedule, ranging from 1.25% to 0.75% annually, with the ability to negotiate fees. Clients are not required to have a minimum account size. BLFG may utilize sub-advisors or third-party money managers, conducting due diligence and ongoing reviews. The firm does not charge performance fees and does not engage in directed brokerage. BLFG's investment strategies include fundamental analysis, asset allocation, mutual fund/ETF analysis, and technical analysis. The firm discloses potential risks, such as market, foreign securities, and liquidity risks, emphasizing that past performance is not indicative of future results. BLFG's Code of Ethics addresses personal trading, gifts, and inside information, ensuring compliance with fiduciary duties. The firm participates in the TD Ameritrade Institutional program, receiving benefits that do not influence investment advice. BLFG reviews client accounts regularly, provides quarterly statements, and does not accept soft dollars or engage in directed brokerage.