# The Family Financial Group

> The Family Financial Group is a state-registered investment advisory firm in Newton Centre, MA, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.

- CRD: 318908
- Filed as: THE FAMILY FINANCIAL GROUP
- Legal name: Geller & Lehmann, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton Centre, MA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318908
- AdvisorCensus page: https://advisorcensus.com/firm/the-family-financial-group-newton-centre-ma-318908

## Quick answers

**How is The Family Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Family Financial Group reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Family Financial Group located?**
The Family Financial Group's principal office is in Newton Centre, MA, according to its Form ADV.

**Is The Family Financial Group registered with the SEC or a state?**
The Family Financial Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 318908.

**What types of clients does The Family Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16).

**Does The Family Financial Group report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318908

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 16 | $0 |
| Banking or thrift institutions | Fewer than 5 | $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) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, MD
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318908

### Websites listed on Form ADV (Item 1.I)
- gellerlehmann.com
- thefamilyfinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Family Financial Group (CRD 318908): Form ADV filing data as of October 2026.