# Sovereign Financial Group, Inc.

> Sovereign Financial Group, Inc. is an SEC-registered investment advisory firm in Stamford, CT, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 294314
- Filed as: SOVEREIGN FINANCIAL GROUP, INC.
- Also doing business as: CHEDESTER FINANCIAL, MASSEY FINANCIAL SERVICES, STONE ARCH WEALTH ADVISORS, LLC, TAILORED WEALTH, VENTURE STONE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294314
- AdvisorCensus page: https://advisorcensus.com/firm/sovereign-financial-group-inc-stamford-ct-294314

## Quick answers

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

**How much does Sovereign Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated June 5, 2026 states: Hourly rate: $200 to $450 an hour (financial planning services); Flat fee: $1,500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sovereign Financial Group, Inc. located?**
Sovereign Financial Group, Inc.'s principal office is in Stamford, CT, according to its Form ADV; the July 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Sovereign Financial Group, Inc. registered with the SEC or a state?**
Sovereign Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 294314.

**How much does Sovereign Financial Group, Inc. manage?**
Sovereign Financial Group, Inc. reports $1,082,552,821 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (98% discretionary).

**How have Sovereign Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Sovereign Financial Group, Inc.: Regulatory assets under management: $482,677,133 in the October 2021 data and $1,082,552,821 in the October 2026 data, up 124%. Total employees: 13 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sovereign Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,006); high net worth individuals (282); charitable organizations (12).

**Which custodians does Sovereign Financial Group, Inc. use?**
Sovereign Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Sovereign Financial 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/294314

**What changed in Sovereign Financial Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 23. Regulatory assets under management went from $882,702,145 to $1,082,552,821 (+23%). Changed its office addresses in Fairfield, CT. Changed its office addresses in Milford, CT. Added an office in Novi, MI.

## 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 June 5, 2026)

- Hourly rate: $200 to $450 an hour (financial planning services)

> Sovereign offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $200 to $450 per hour.

- Flat fee: $1,500 to $10,000 (financial planning services)

> Sovereign offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $200 to $450 per hour. Fixed fees range from $1,500 to $10,000.

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.
- Raymond James & Associates, 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: $1,082,552,821
- Discretionary: $1,064,298,928
- Non-discretionary: $18,253,893

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,006 | $294,567,265 |
| High net worth individuals | 282 | $769,006,029 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,102,848 |
| Charitable organizations | 12 | $13,781,035 |
| Corporations or other businesses not listed above | 12 | $2,095,644 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 31 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Colorado Springs, CO
- Fairfield, CT
- Milford, CT
- New York, NY
- Novi, MI
- Saratoga Springs, NY
- Scottsdale, AZ
- Wethersfield, CT
- Wyomissing, PA

### Websites listed on Form ADV (Item 1.I)
- chedesterfinancial.com
- investmentnews.com/goria/podcasts
- massey.financial
- sfgroupinc.com
- sovereignadvisorsolutions.com
- stonearchwealth.com
- venturestonewealth.com
- yourtailoredwealth.com
- Facebook @MasseyFinancialServices
- Facebook @SFgroupinc
- Facebook @TailoredWealth1
- Facebook facebook.com
- Facebook @stonearchwealth
- Instagram @danpascone
- Instagram @sovereign_financial_group
- Instagram @venturestonewealth
- LinkedIn @sovereign-financial-group-inc
- LinkedIn @venture-stone-wealth-management
- LinkedIn @venture-stone-wealth-management
- LinkedIn @clint-chedester
- LinkedIn @danpascone
- X @SF_Group_Inc
- X @tailoredwealth1
- YouTube @DanPascone
- YouTube @makingsenseofyourmoneypodcast
- YouTube @sovereignadvisorsolutions8674
- YouTube @sovereignfinancialgroupinc2943

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $482,677,133 | 13 | August 20, 2021 |
| October 2022 | $589,051,903 | 17 | July 29, 2022 |
| October 2023 | $599,464,093 | 22 | July 7, 2023 |
| October 2024 | $716,898,042 | 24 | May 22, 2024 |
| October 2025 | $882,702,145 | 26 | June 18, 2025 |
| October 2026 | $1,082,552,821 | 31 | June 5, 2026 |

Regulatory assets under management: $482,677,133 in the October 2021 data and $1,082,552,821 in the October 2026 data, up 124%.
Total employees: 13 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 23.
- Regulatory assets under management went from $882,702,145 to $1,082,552,821 (+23%).
- Changed its office addresses in Fairfield, CT.
- Changed its office addresses in Milford, CT.
- Added an office in Novi, MI.

### January 2026
- Registered or notice-filed in TN.

### November 2025
- Added the business name Tailored Wealth.
- Added an office in Fairfield, CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sovereign Financial Group, Inc. (CRD 294314): Form ADV filing data as of October 2026.