# We Financial Group

> We Financial Group is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 298549
- Filed as: WE FINANCIAL GROUP
- Legal name: We Financial Group LLC
- Also doing business as: OUI FINANCIAL FRANCE, OUI FINANCIAL INTERNATIONAL, OUI FINANCIAL US, STRIPPERFP, WE FINANCIAL FRANCE, WE FINANCIAL INTERNATIONAL, WE FINANCIAL US
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298549
- AdvisorCensus page: https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549

## Quick answers

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

**How much does We Financial Group charge?**
Its Form ADV Part 2A brochure dated April 16, 2026 states: Hourly rate: $400 an hour (Financial Planning (Hourly) - We Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is We Financial Group located?**
We Financial Group's principal office is in San Francisco, CA, according to its Form ADV.

**Is We Financial Group registered with the SEC or a state?**
We Financial Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 298549.

**How much does We Financial Group manage?**
We Financial Group reports $127,435,763 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**How have We Financial Group's assets and staff changed since 2025?**
In the Form ADV data for We Financial Group: Regulatory assets under management: $101,430,130 in the October 2025 data and $127,435,763 in the October 2026 data, up 26%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does We Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (44).

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

**Does We Financial Group 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/298549

**Does We Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated April 16, 2026 says: "We Financial Group does not require a minimum account size. Exceptions can be made on a case-by-case basis."

**What changed in We Financial Group'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 $101,430,130 to $127,435,763 (+26%).

## 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 April 16, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> We Financial Group does not require a minimum account size. Exceptions can be made on a case-by-case basis.

- Hourly rate: $400 an hour (Financial Planning (Hourly) - We Plan)

> Financial Planning will generally be offered on an hourly basis, at a fee up to $400 per hour paid in arrears.

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.
- Fidelity Brokerage 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.

### Regulatory assets under management (Item 5.F)
- Total: $127,435,763
- Discretionary: $127,435,763
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $40,124,674 |
| High net worth individuals | 44 | $87,311,089 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IL, MA, NC, NJ, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wefinancialgroup.us
- Facebook @ouifinancial
- LinkedIn @ouifinancial
- LinkedIn @guillaumedecalf

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $101,430,130 | 3 | July 3, 2025 |
| October 2026 | $127,435,763 | 4 | April 16, 2026 |

Regulatory assets under management: $101,430,130 in the October 2025 data and $127,435,763 in the October 2026 data, up 26%.
Total employees: 3 in October 2025 and 4 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 $101,430,130 to $127,435,763 (+26%).

### December 2025
- Changed its legal name from We Financial Group to We Financial Group LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. We Financial Group (CRD 298549): Form ADV filing data as of October 2026.