# Podell Financial Group LLC

> Podell Financial Group LLC is an SEC-registered investment advisory firm in Fairfield, NJ, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 325383
- Filed as: PODELL FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfield, NJ
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325383
- AdvisorCensus page: https://advisorcensus.com/firm/podell-financial-group-llc-fairfield-nj-325383

## Quick answers

**How is Podell Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Podell Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Podell Financial Group LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $2,500 to $10,000 (longer-term consulting projects); Flat fee: $1,000 to $10,000 (estate planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Podell Financial Group LLC located?**
Podell Financial Group LLC's principal office is in Fairfield, NJ, according to its Form ADV.

**Is Podell Financial Group LLC registered with the SEC or a state?**
Podell Financial Group LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325383.

**How much does Podell Financial Group LLC manage?**
Podell Financial Group LLC reports $227,600,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Podell Financial Group LLC's assets and staff changed since 2023?**
In the Form ADV data for Podell Financial Group LLC: Regulatory assets under management: $126,132,632 in the October 2023 data and $227,600,000 in the October 2026 data, up 80%. Total employees: 7 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Podell Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (184); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (20).

**Which custodians does Podell Financial Group LLC use?**
Podell Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Advisors Trust and Charles Schwab as custodians holding 10% or more of its separately managed account assets.

**Does Podell Financial Group LLC 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/325383

**Does Podell Financial Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Podell Financial Group LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $172,200,000 to $227,600,000 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

- Flat fee: $2,500 to $10,000 (longer-term consulting projects)

> Fixed fees for longer-term consulting projects range from $2,500 to $10,000 per project.

- Flat fee: $1,000 to $10,000 (estate planning)

> The fees for estate planning will be determined based on the complexity of the planning services needed and will typically range from $ 1,000 to $10,000 per project

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

### Custodians (Schedule D, Section 5.K(3))
- Advisors Trust
- Charles Schwab

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: $227,600,000
- Discretionary: $227,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $78,500,000 |
| High net worth individuals | 32 | $111,700,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $35,800,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $126,132,632 | 7 | August 24, 2023 |
| October 2024 | $140,623,000 | 5 | June 18, 2024 |
| October 2025 | $172,200,000 | 5 | January 28, 2025 |
| October 2026 | $227,600,000 | 6 | March 24, 2026 |

Regulatory assets under management: $126,132,632 in the October 2023 data and $227,600,000 in the October 2026 data, up 80%.
Total employees: 7 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $172,200,000 to $227,600,000 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Podell Financial Group LLC (CRD 325383): Form ADV filing data as of October 2026.