# Eagle Wealth Management Group Inc.

> Eagle Wealth Management Group Inc. is an SEC-registered investment advisory firm in Valencia, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 327052
- Filed as: EAGLE WEALTH MANAGEMENT GROUP INC.
- Also doing business as: EAGLE RETIREMENT PLANS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Valencia, CA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327052
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-wealth-management-group-inc-valencia-ca-327052

## Quick answers

**How is Eagle Wealth Management Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Wealth Management Group Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Eagle Wealth Management Group Inc. charge?**
Its Form ADV Part 2A brochure dated April 22, 2026 states: Hourly rate: $100 to $750 an hour (Hourly Financial Planning Consultation Services); Flat fee: $2,500 to $20,000 a year (An Annual Financial Planning Service Agreement); Flat fee: $2,500 to $120,000 a year (Business Planning Services); Flat fee: $500 (403(b) Group Plan plan document and adoption fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Eagle Wealth Management Group Inc. located?**
Eagle Wealth Management Group Inc.'s principal office is in Valencia, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Eagle Wealth Management Group Inc. registered with the SEC or a state?**
Eagle Wealth Management Group Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327052.

**How much does Eagle Wealth Management Group Inc. manage?**
Eagle Wealth Management Group Inc. reports $417,512,088 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**How have Eagle Wealth Management Group Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Eagle Wealth Management Group Inc.: Regulatory assets under management: $0 in the October 2023 data and $417,512,088 in the October 2026 data. Total employees: 3 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Wealth Management Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (323); high net worth individuals (129); pension and profit sharing plans (but not the plan participants or government pension plans) (20).

**Which custodians does Eagle Wealth Management Group Inc. use?**
Eagle Wealth Management Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Eagle Wealth Management Group Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327052

**What changed in Eagle Wealth Management Group Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $364,262,169 to $417,512,088 (+15%). Changed its office addresses in Charlotte, NC. No longer lists an office in Valencia, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Hourly rate: $100 to $750 an hour (Hourly Financial Planning Consultation Services)

> Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $750 per hour.

- Flat fee: $2,500 to $20,000 a year (An Annual Financial Planning Service Agreement)

> The fee for the annual financial planning agreement will be charged as a flat dollar amount and generally range from $2,500 to $20,000 annually.

- Flat fee: $2,500 to $120,000 a year (Business Planning Services)

> The fee for business financial planning is charged as a flat dollar amount and generally ranges from $2,500 to $120,000 annually.

- Flat fee: $500 (403(b) Group Plan plan document and adoption fee)

> Eagle Wealth charges 403(b) Group Plan clients a one-time $500 plan document and adoption fee

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $417,512,088
- Discretionary: $417,512,088
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 323 | $98,097,969 |
| High net worth individuals | 129 | $250,994,750 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $13,969,296 |
| Charitable organizations | 8 | $44,054,282 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $9,212,312 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,183,479 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, NC, NV, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- [abidingwealthadvisors.com](https://abidingwealthadvisors.com)
- [eaglewealthinc.com](https://eaglewealthinc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | July 26, 2023 |
| October 2024 | $310,676,152 | 12 | August 7, 2024 |
| October 2025 | $364,262,169 | 12 | July 30, 2025 |
| October 2026 | $417,512,088 | 8 | April 22, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $417,512,088 in the October 2026 data.
Total employees: 3 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $364,262,169 to $417,512,088 (+15%).
- Changed its office addresses in Charlotte, NC.
- No longer lists an office in Valencia, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Wealth Management Group Inc. (CRD 327052): Form ADV filing data as of October 2026.