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IMPORTANT NOTICE:

TD Ameritrade is a registered broker-dealer and is not affiliated with Financial Connections Group, Inc.. Financial Connections is independently owned and operated.  TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. Financial Connections provides investment advisory services for your account. TD Ameritrade has agreements with Financial Connections under which it provides Financial Connections with services related to your account.  TD Ameritrade does not review the Financial Connections web site and makes no representation regarding the content of the web site. The information contained in the Financial Connections web site should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities.

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Reduce WastePlease contact us to stop receiving mutual fund information and statements in the mail. We can send you notification by E-mail which you click through to log in to the TD Ameritrade web site. And as a bonus, we’ll save some trees. Please call or email Client@FinancialConnections.com for more information.

 

 

 

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About Fee-Only ServicesNo hidden costs. No referral fees.
As a fiduciary, we put our clients' interests first. You pay for our services on a fee-only basis. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals. We don't accept referral fees, sales commissions, or any other compensation from any outside sources.

Minimum Fees:
Financial Planning: $200 per hour
Investment Management: $5,000 annually

Download the Fee Schedule (PDF)
Download form ADV, Schedule F (PDF)


   
   
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Financial Connections Group, Inc. is an SEC-registered investment adviser located in Corte Madera and Berkeley, California.  This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please Read Important Disclosure Information.

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