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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2012
- Office Locations
- 7
Office Locations
About Financial Enhancement Group
Financial Enhancement Group is a fiduciary RIA focused on families approaching or living in retirement. The team provides written, comprehensive advice across retirement income planning, tax strategy, risk management, and legacy/estate goals, alongside discretionary portfolio management that leans heavily on ETFs and complements with fixed income. Led by co-founder Joe Clark, FEG is known for its “Consider This” program and Retirement Runway education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM MICHAEL HARTER
Chief Investment Strategist, Investment Advisor, Owner
- CRD
- #4592074
- Ownership
- 10% but less than 25%
DONALD EARL HODSON
Chief Compliance Officer, Owner
- CRD
- #2998292
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Christopher Joshua Bahena
Paraplanner
- CRD
- #8011959
John Hunter Coffin
Wealth Management Advisor
- CRD
- #7817849
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $986,999,188 | $274,243 |
| Non-Discretionary | $0 | -- |
| Total | $986,999,188 | $274,243 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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