Eaton Financial Group's Form ADV discloses 1.25% on the first $250,000, 1.10% on the next $250,000, 1.00% on the next $500,000, 0.90% on the next $1 million, 0.80% on the next $1 million, 0.70% on the next $1 million, 0.60% on the next $1 million, 0.50% on the next $1 million, and negotiable rates above $6 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #316323), Eaton Financial Group is subject to fiduciary duty under federal law.
Eaton Financial Group is headquartered in CORAL SPRINGS, FL.
Eaton Financial Group serves 72 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, Eaton Financial Group offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Eaton Financial Group manages $382 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, Eaton Financial Group serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓