Artifex Financial Group, LLC

Artifex Financial Group, LLC is a fee-only financial planning and investment management firm established in January 2007. The firm specializes in providing personalized wealth management services, investment management services, 401(k) retirement consulting services, and project-based services. AFG does not sell annuities, insurance, stocks, bonds, mutual funds, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities, and it does not accept commissions or finder’s fees. AFG acts as a fiduciary, putting clients' best interests first. For Personal Wealth Management Services, fees are based on a client's net worth, with a minimum annual fee of $5,000. Investment Management Services fees are charged as a percentage of assets under management. AFG also offers 401(k) Retirement Consulting Services, Fiduciary Services, Non-Fiduciary Services, Project-Based Services, Consulting Services, Tax Preparation Services, Wealth Club Network Services, and a Private Direct Investments Program. Clients have the opportunity to place reasonable restrictions on the types of investments made on their behalf. AFG primarily invests in no-load or low-load mutual funds, exchange-traded funds, individual equity, and fixed-income securities. The firm manages approximately $282,024,000 in assets as of December 31, 2024. AFG has not had any reportable disciplinary history and does not accept referral fees. The firm maintains an information security program to protect clients' personal and confidential information.