Assured Retirement Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Assured Retirement Financial Group reports 541 clients. They include 382 individual clients and 159 high-net-worth individuals. Of its assets, 100.0% ($241M across 526 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 40% |
| High-net-worth individuals | 29% | 60% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 382 | $96.9M | 40.2% | $254K |
| High-net-worth individuals | 159 | $144M | 59.8% | $906K |
| Total | 541 | $241M | 100% | $445K |
- Clients
- 382
- Regulatory AUM
- $96.9M
- AUM share
- 40.2%
- Avg. per client
- $254K
- Clients
- 159
- Regulatory AUM
- $144M
- AUM share
- 59.8%
- Avg. per client
- $906K
Total
- Clients
- 541
- Regulatory AUM
- $241M
- AUM share
- 100%
- Avg. per client
- $445K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Assured Retirement Financial Group charges 0.30%–1.20% a year for its Asset management. The fee is negotiable.
Fee details and sources
Vincent Oldre owns 75% or more of Assured Retirement Financial Group. The leadership team of Assured Retirement Financial Group includes President Vincent Oldre. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 75% or more of Assured Retirement Financial Group, Inc.
Vincent Oldre
Control person · since April 2015
Assured Retirement Financial Group’s regulatory assets grew 2.0× from $123M (March 2024) to $241M (March 2026); clients rose from 269 to 541 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $241M | 541 | 7 | 1 |
| Jun 2025June 2025 | $182M | 367 | 5 | 1 |
| Mar 2024March 2024 | $123M | 269 | 3 | 1 |
Besides its headquarters, Assured Retirement Financial Group has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 4550 W 77th Street, Suite #380, EdinaHQ
Contact and registration details
- Legal name
- Assured Retirement Financial Group, Inc.
- Headquarters
- 4550 W 77th Street, Suite #380, Edina, MN 55435
- Website
- cfgretirement.com
- Phone
- 952-657-7470
- SEC file
- 801-129292
- Structure
- Minnesota corporation
- Fiscal year end
- December
Assured Retirement Financial Group’s named custodians for separately managed accounts are Fidelity ($155M, 64%), Charles Schwab ($49.3M, 20%) and Altruist ($37.1M, 15%). Assured Retirement Financial Group does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $155M64%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $49.3M20%
- AltruistAltruist Financial LLC · Culver City, CA · $37.1M15%
At year end, Assured Retirement Financial Group’s separately managed accounts were largely in funds (45%) and bonds (45%).
What the accounts hold
- Funds45%
- Bonds45%
- U.S. government and agency bonds27%
- Investment grade corporate bonds15%
- State and local bonds3%
- Cash5%
- Other5%
- Structured bank notes5%
How many clients does Assured Retirement Financial Group have?
Assured Retirement Financial Group has 541 clients and manages $241 million for them, as of March 2026. They include 382 individual clients and 159 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 March 2026
What services does Assured Retirement Financial Group offer?
Assured Retirement Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Assured Retirement Financial Group charge?
Assured Retirement Financial Group charges 0.30%–1.20% a year for its Asset management. The fee is negotiable.
Which custodians does Assured Retirement Financial Group use?
Assured Retirement Financial Group’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $155M, Charles Schwab & Co., Inc. (San Francisco, CA), with $49.3M and Altruist Financial LLC (Culver City, CA), with $37.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 March 2026
How many financial advisors does Assured Retirement Financial Group have?
Assured Retirement Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Assured Retirement Financial Group invest in?
At the end of its last fiscal year, Assured Retirement Financial Group’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 27% U.S. government and agency bonds, 15% investment grade corporate bonds, 5% cash and equivalents, 5% other and 3% state and local bonds. The 5% other category is described as: Structured Bank Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Assured Retirement Financial Group?
Assured Retirement Financial Group’s direct owner is Vincent Oldre (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 March 2026
How does Assured Retirement Financial Group get paid?
Assured Retirement Financial Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Assured Retirement Financial Group?
Assured Retirement Financial Group’s main office is at 4550 W 77th Street, Suite #380, Edina, MN 55435. Its phone number is 952-657-7470. Its website is cfgretirement.com.
