# Washington Financial Group, Inc.

> Washington Financial Group, Inc. is an SEC-registered investment advisory firm in Osterville, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 132369
- Filed as: WASHINGTON FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Osterville, MA
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132369
- AdvisorCensus page: https://advisorcensus.com/firm/washington-financial-group-inc-osterville-ma-132369

## Quick answers

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

**How much does Washington Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated June 22, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $5,000,000: 0.75% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Washington Financial Group, Inc. located?**
Washington Financial Group, Inc.'s principal office is in Osterville, MA, according to its Form ADV.

**Is Washington Financial Group, Inc. registered with the SEC or a state?**
Washington Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 132369.

**How much does Washington Financial Group, Inc. manage?**
Washington Financial Group, Inc. reports $119,042,191 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Washington Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (61).

**Does Washington 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/132369

**Does Washington Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 22, 2026 says: "When fees are charged by the Financial Planner based on a percentage of assets-under-management, the account size must preferably satisfy a minimum requirement of two hundred and fifty thousand dollars ($250,000)."

**What changed in Washington Financial Group, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

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

- Up to $1,000,000: 1% a year
- $1,000,000 to $5,000,000: 0.75% a year
- $5,000,000 to $10,000,000: 0.5% a year
- Above $10,000,000: 0.25% a year

> Following is the current “Standard Fee Schedule”:  1.00% of assets under management up to $1,000,000.  0.75% of assets under management from $1,000,000 up to $5,000,000.  0.50% of assets under management from $5,000,000 up to $10,000,000.  0.25% of assets under management in excess of $10,000,000.

- Account minimum: $250,000

> When fees are charged by the Financial Planner based on a percentage of assets-under-management, the account size must preferably satisfy a minimum requirement of two hundred and fifty thousand dollars ($250,000).

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

### Regulatory assets under management (Item 5.F)
- Total: $119,042,191
- Discretionary: $118,984,583
- Non-discretionary: $57,608

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $38,491,859 |
| High net worth individuals | 61 | $80,550,332 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Financial Group, Inc. (CRD 132369): Form ADV filing data as of October 2026.