Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIEDBrad Cantrill
Cantrill Financial Group LLC
2440 Timber Ridge Drive
Suite 103
Frisco, TX 75036
469-522-4053
About Cantrill Financial Group LLC
Cantrill Financial Group LLC is an independent fee based holistic planning and wealth management
practice serving clients in the North Texas area. Our professionals stress the fundamental
principles of education, accountability, and total coordination of wealth management services.
Our business philosophy is to treat each client like they are family and to empower them to make
educated choices that fit within their goals, aspirations, or personal lifestyle.
See Disclosures
General Information
Firm Start Year
2006
No. of Employees
5-9
CRD#
4438327
Firm CRD#
4438327
Name of Broker/Dealer
New Edge Advisors
Name of Custodial Firm
Fidelity/National Financial Srvs
Years of Experience in Financial Services
24
Number of Years with Current Firm
3
Work with the following types of clients
Individual Investors, 7685976861, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses
Services
Investment Types
Mutual Funds, Bonds, Alternative Investments, Commodities, Insurance, Annuities, Stocks
Can meet clients in the following ways
Email, Phone, Video Conference, Your Home
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, EA, AAMS®
Securities Licenses
Series 6, Series 66
Insurance and Annuity Licenses
Life, Health, Annuity
Firm Information
Advisor's Number of Clients
85
Total Assets Under Management by Advisor
$90000000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Commissions, Flat Fee, Based on Assets
Education
Bachelors of Arts -
Austin College
-
Juris Doctorate - Law
Southern Methodist University
08/97 -05/2000
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886509/retirementplanning-Cantrill-Financial-Group-LLC-detailed-disclosure.html