# Witt Financial Group, LLC

> Witt Financial Group, LLC is an SEC-registered investment advisory firm in Crossville, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 156462
- Filed as: WITT FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Crossville, TN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156462
- AdvisorCensus page: https://advisorcensus.com/firm/witt-financial-group-llc-crossville-tn-156462

## Quick answers

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

**How much does Witt Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $300 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Witt Financial Group, LLC located?**
Witt Financial Group, LLC's principal office is in Crossville, TN, according to its Form ADV.

**Is Witt Financial Group, LLC registered with the SEC or a state?**
Witt Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 156462.

**How much does Witt Financial Group, LLC manage?**
Witt Financial Group, LLC reports $160,466,246 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Witt Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (228); high net worth individuals (86).

**Does Witt Financial Group, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/156462

**Does Witt Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is an account minimum of $250,000, which may be waived by the investment adviser, based on the needs of the client and the complexity of the situation."

**What changed in Witt Financial Group, LLC's recent Form ADV filings?**
In the April 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)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $250,000, which may be waived by the investment adviser, based on the needs of the client and the complexity of the situation.

- Hourly rate: $300 an hour

> The hourly fee for these services is $300. The fee may be negotiable in WFG’s discretion

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

### Regulatory assets under management (Item 5.F)
- Total: $160,466,246
- Discretionary: $160,466,246
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $63,054,180 |
| High net worth individuals | 86 | $97,412,066 |

### 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TN, TX
- Disclosures (Item 11): Reports 1 disclosure item 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?

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 SEC record: https://adviserinfo.sec.gov/firm/summary/156462

### Websites listed on Form ADV (Item 1.I)
- [bogeyfreeretirement.com](https://bogeyfreeretirement.com)
- [crossvillefinancialadvisor.com](https://crossvillefinancialadvisor.com)
- [wittfinancialgroup.com](https://wittfinancialgroup.com)
- Facebook @WITTFINANCIALGROUP

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Witt Financial Group, LLC (CRD 156462): Form ADV filing data as of October 2026.