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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
About Bond Financial Group, Inc.
Bond Financial Group provides retirement-focused financial planning and portfolio management for retail clients, using its branded Empowered Retirement Journey(TM) process. The team supports tax and estate planning coordination, insurance/annuity and risk management decisions, and diversified allocations across mutual funds, ETFs, and fixed income. Custody is primarily through Fidelity/NFS; planning and portfolio workflows leverage eMoney and Orion.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 191 clients, or 95.5 clients per representative. That equates to $287.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
DYLAN EDWARD BOND
Chief Compliance Officer, Owner, President
- CRD
- #2676643
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeremy Paul Stefanik
Investment Advisor Representative
- CRD
- #8175576
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,912,691 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,912,691 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bond Financial Group, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.