Fierce Financial Group

Important Disclosures:

Fierce Financial Group LLC is a registered investment adviser offering investment advisory services in the States of Florida and North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Fierce Financial Group LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this website is intended for informational purposes only. Opinions expressed herein are solely those of Fierce Financial Group LLC, unless otherwise specifically cited. Material presented on this website is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided herein should be discussed in detail with an investment advisor, accountant, or legal counsel prior to implementation.

Fierce Financial Group LLC and Charles Schwab & Co., Inc. are not related entities and have no affiliation. Fierce Financial Group LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Please see below for additional disclosures.

These materials have been independently produced by Fierce Financial Group LLC and is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Fierce Financial Group LLC provides clients with investment advice, while Schwab maintains custody of client assets in a brokerage account and will effect transactions for client accounts upon our instruction.

CFA Institute upholds the Code and Standards, all exam rules and regulations, and the CFA Institute Bylaws through the Professional Conduct Program. Members annually commit to uphold the Code and Standards, completing a Professional Conduct Statement as part of their membership renewal process, and disclosing any potential violations of the Code and Standards.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Privacy Policy Form ADV Part 2A&2B