Fee-only adviser · Richardson, TX
Jardine Financial Group
Jardine Financial Group is a fee-only investment adviser registered with the securities regulators of Louisiana, Texas, with its main office in Richardson, Texas. On its latest Form ADV, filed January 13, 2026, it reports $75M in regulatory assets under management, 71 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Texas |
|---|---|
| Firm CRD number | 175449 |
| Office | 2435 N Central Expy 12th Floor Richardson, TX 75080 |
| Phone | (972) 764-4333 |
| Website | www.jardinefinancialgroup.com |
| Regulatory assets under management | $75M |
| Individual clients | 5 non-high-net-worth, 66 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Richardson
- LD Lowe Wealth Advisory $119M
- Guiding Wealth Management, LLC $59M
- Tuggle & Russell, L.L.C. $14M
- Sendera Wealth Advisors $17M
- Bowie Capital Management, LLC $2.8B
- Bland Garvey Wealth Advisors, LLC $241M
See all 7 fee-only advisers in Richardson →
Nearby
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- Plano 36 firms
- Garland 2 firms
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- Dallas 151 firms
- Allen 5 firms
- Frisco 13 firms
- The Colony 1 firm
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