Eaton Financial Group

Eaton Financial Group, a registered investment adviser based in Coral Springs, FL, has been providing investment advisory services since September 13, 2021. The firm offers wealth management services on a discretionary and non-discretionary basis, focusing on model portfolios tailored to clients' investment goals. Investment strategies include fundamental and technical analysis to maximize returns while managing risk within predetermined parameters. Clients with discretionary accounts grant the firm authority to manage their investments without prior approval for each transaction. Financial planning services are also available, covering various aspects such as cash flow planning, asset allocation, insurance planning, estate planning, and retirement planning. The firm charges an hourly fee of $400 for financial planning services, with costs dependent on the scope and complexity of the plan. Eaton Financial Group primarily recommends Charles Schwab & Co., Inc. Advisor Services and/or Fidelity Brokerage Services LLC as broker-dealers/custodians for client accounts. The firm does not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. Clients are responsible for exercising their voting rights as shareholders. The firm does not have any disciplinary information or financial impairments that would affect its ability to meet client commitments.