The Ameriflex Group

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$9,658,302,770 as of October 2026, filing dated September 11, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

The Ameriflex Group, Inc.

Also doing business as

AMERIFLEX FINANCIAL, AMERIFLEX FINANCIAL SERVICES, ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES, ANTHONY BARRESE ASSET MANAGEMENT, ARKTOS WEALTH MANAGEMENT, BARBER FINANCIAL CO., INC., BARTON FINANCIAL SERVICES, INC., BESSELMAN WEALTH PLANNERS, BLUE HILLS WEALTH MANAGEMENT, BLUE RIDGE WEALTH MANAGEMENT, BRIDGES WEALTH MANAGEMENT, CAGGIANO WEALTH PARTNERS, CAPITAL INSIGHT FINANCIAL GROUP, CAPITAL WEALTH PLANNERS, LLC, CHARLES STEPHEN AND COMPANY, INC., COHESION WEALTH ADVISORS, COLORADO FINANCIAL PLANNING GROUP, INC., CONVERGE WEALTH PARTNERS, COONEY ASSOCIATES, CURO FINANCIAL & INSURANCE SOLUTIONS, EPIC HOLISTIC PARTNERS, ERSI WEALTH MANAGEMENT, ESTATE SOLUTION PLANNERS INC., FINANCIAL TRANSITION PARTNERS, FOURFRONT WEALTH MANAGEMENT, GENESIS WEALTH PARTNERS, GOING FINANCIAL, HARRIS MATHIAS WEALTH MANAGEMENT, HERITAGE LINE WEALTH MANAGEMENT, INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES, KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC, KNOX GROVE FINANCIAL LLC, LEIGH WEALTH MANAGEMENT GROUP, LLC, LUTZ WEALTH ADVISORS, MANCUSO WEALTH MANAGEMENT, MARKLAND WEALTH MANAGEMENT, INC., MCCONNELL WEALTH PARTNERS, MOMENTUM FINANCIAL PARTNERS, LLC, MONARCH WEALTH STRATEGIES, NEWCASTLE FINANCIAL ADVISORS, NEXT LEVEL ADVISOR, NOW FINANCIAL, ONE VISION FINANCIAL, OSWEGO WEALTH MANAGEMENT, PAJAK FINANCIAL SERVICES, PEAK FINANCIAL SOLUTIONS, PELLER WEALTH MANAGEMENT, PERFECTED WEALTH MANAGEMENT, PILKINGTON FINANCIAL GROUP, LLC, PLANNING RESOURCES, INC., PRONGHORN WEALTH MANAGEMENT, RETIREMENT SOLUTIONS, INC., RKC FINANCIAL, RS ADVISORS, SEVEN HILLS WEALTH PLANNING, SUMMIT FINANCIAL & INSURANCE SERVICES, THE AMERIFLEX GROUP, INC., THE INCOMOLOGISTS, THE PLATINUM WEALTH GROUP, THE STRAUB GROUP ADVANTAGE, TRUSTED FINANCIAL ADVISORS, TURNING POINTE WEALTH MANAGEMENT, UNDERHILL FINANCIAL ADVISORS, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2019 (6 years)

Employees

Total: 201. Performing investment advisory functions: 181.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Assetmark Brokerage, LLCEnvestnet Retirement Solutions, LLC · affiliatedNational Financial Services LLC

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.

Other offices (Schedule D, Section 1.F)

34 other offices, as of the October 2026 filing

Albuquerque, NMAmherst, NYBrea, CACalabasas, CACasper, WYChandler, AZColumbus, OHDallas, TXDenver, CODubois, PAEnglewood, COErie, PAFolsom, CAFullerton, CAGilbert, AZLa Mesa, CALakewood Ranch, FLLakewood, COLandrum, SCNew York, NYOrange, CAPennington, NJPhoenix, AZPittsford, NYPlymouth, MAReno, NVSan Diego, CAScottsdale, AZSyracuse, NYTempe, AZTorrance, CATualatin, ORTucson, AZWestlake Village, CA

States registered or notice-filed

41 states or jurisdictions

ALAZCACOCTDEFLGAHIIAIDILINKSLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,447,347,734 in the October 2021 data and $9,658,302,770 in the October 2026 data, up 567%.

Total employees: 55 in October 2021 and 201 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Registered or notice-filed in AL.
   • Updated its list of owners and control persons (Schedule A).
2. August 2026
   • No longer lists the business name Scott Harris Financial Group.
   • No longer lists the business name Longboat Key Wealth Management.
   • No longer lists the business name Holland Financial Inc..
   • No longer lists the business name CS Financial Services, LLC.
   • Added the business name RKC Financial.
   • Added the business name Heritage Line Wealth Management.
   • Added the business name Harris Mathias Wealth Management.
   • Added the business name Going Financial.
   • Added the business name Genesis Wealth Partners.
   • Added the business name Estate Solution Planners Inc..
   • Added the business name Converge Wealth Partners.
   • Added the business name Capital Wealth Planners, LLC.
   • Added the business name Caggiano Wealth Partners.
   • Added the business name Blue Ridge Wealth Management.
   • Added the business name Barber Financial Co., Inc..
   • Added the business name Anthony Barrese Asset Management.
   • Added the business name Ameriflex Financial.
   • Added an office in Amherst, NY.
   • Added an office in Chandler, AZ.
   • Added an office in Denver, CO.
   • Added an office in Dubois, PA.
   • Added an office in Erie, PA.
   • Added an office in Folsom, CA.
   • Added an office in Gilbert, AZ.
   • Added an office in Landrum, SC.
   • Added an office in New York, NY.
   • Added an office in Pittsford, NY.
   • Added an office in Scottsdale, AZ.
   • Added an office in Syracuse, NY.
   • Added an office in Tempe, AZ.
   • Added an office in Torrance, CA.
   • Added an office in Tualatin, OR.
3. April 2026
   • No longer lists the business name Pathway Financial Services, Inc..
   • No longer lists the business name McConnell Wealth Partners, LLP.
   • No longer lists the business name Leigh Wealth Management Group.
   • No longer lists the business name B P Financial Services, Inc..
   • No longer lists the business name The Meckenstock Group, Inc..
   • No longer lists the business name Pinnacle Financial Advisors.
   • No longer lists the business name Envision Financial Partners.
   • No longer lists the business name Seven Hill Wealth Planning.
   • No longer lists the business name Pilkington Financial Group.
   • No longer lists the business name Trailhead Financial Group.
   • No longer lists the business name Rozell Wealth Management.
   • No longer lists the business name Besselman Wealth Planner.
   • No longer lists the business name Becker Wealth Management.
   • No longer lists the business name Ballek Wealth Management.
   • No longer lists the business name Insight Financial Group.
   • No longer lists the business name DJH Financial Services.
   • No longer lists the business name Bruco Investment Group.
   • No longer lists the business name MBA Capital Advisors.
   • No longer lists the business name A.M. Financial Group.
   • No longer lists the business name MD Brown Financial.
   • No longer lists the business name Pronghorn Wealth.
   • No longer lists the business name Shepherd Legacy.
   • No longer lists the business name Maes Financial.
   • No longer lists the business name Amenity Wealth.
   • No longer lists the business name KAUTZ/BUCKLEY.
   • No longer lists the business name Great Futures.
   • Added the business name Pilkington Financial Group, LLC.
   • Added the business name Capital Insight Financial Group.
   • Added the business name Longboat Key Wealth Management.
   • Added the business name Blue Hills Wealth Management.
   • Added the business name Seven Hills Wealth Planning.
   • Added the business name Pronghorn Wealth Management.
   • Added the business name McConnell Wealth Partners.
   • Added the business name Besselman Wealth Planners.
   • Added the business name Peller Wealth Management.
   • Added the business name Oswego Wealth Management.
   • Added the business name Arktos Wealth Management.
   • Added the business name Next Level Advisor.
   • Added the business name The Incomologists.
   • Added the business name Kautz Buckley Independent Wealth Management LLC.
   • Added the business name Colorado Financial Planning Group, Inc..
   • Added the business name Leigh Wealth Management Group, LLC.
   • Employees performing advisory functions went from 166 to 181.
   • Changed its office addresses in Englewood, CO.
   • Changed its office addresses in Phoenix, AZ.
   • Added an office in Calabasas, CA.
   • Added an office in Casper, WY.
   • Added an office in Dallas, TX.
   • Added an office in La Mesa, CA.
   • Added an office in Lakewood, CO.
   • Added an office in Orange, CA.
   • Added an office in Plymouth, MA.
   • Added an office in Reno, NV.
   • Added an office in Tempe, AZ.
   • No longer lists an office in Greenwood Village, CO.
   • No longer lists an office in Hays, KS.
   • No longer lists an office in Jamestown, NY.
   • No longer lists an office in Lubbock, TX.
   • No longer lists an office in Price, UT.
   • No longer lists an office in Santa Barbara, CA.
   • No longer lists an office in Scottsdale, AZ.
   • No longer lists an office in Sikeston, MO.
   • No longer lists an office in Sterling, CO.
4. February 2026
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.