Private Client Advisor Group is a investment adviser based in Palm City, FL, that holds a 83.5/100 Fidelon TransparencyScore (th percentile), with 6 registered advisors. Score based on public SEC and FINRA filings.
Private Client Advisor Group
Private Client Advisor Group, LLC · CRD #330038
A fee-only investment adviser with a clean regulatory record and fiduciary commitment.
Fidelon Fact Sheet
Private Client Advisor Group, LLC is an investment adviser in Palm City, Florida that reports a clean regulatory record. The firm used to operate under the names Omada Financial and ADB Financial. It manages investment portfolios, offers financial planning, and provides market timing recommendations. The firm charges asset-based fees and fixed fees. It holds client money, which means the firm or a related party can access client funds.
Peer Context
How This Firm Works
Registration & Standard of Care
Investment Adviser — this firm is a registered investment adviser, held to a fiduciary standard — legally required to act in clients' best interests.
How This Firm Gets Paid
- Charges a percentage of assets under management
- Charges fixed fees for specific services
- Does not earn commissions on product sales
What you’d pay
Your balance falls in the All accounts band, charged at 2.00% on the full amount.
This fee is negotiable
Private Client Advisor Group, LLC states in its Form ADV that advisory fees may be negotiated.
From their Form ADV Part 2A. Most investors never ask.
Not included above
- • Financial planning services: quoted in advance and generally charged at a fixed amount of up to $1,000 or on an hourly basis at an hourly rate of up to $200 per hour
- • Retirement plan services: may be fixed (generally not to exceed $10,000) or asset based (not to exceed 1.50% annually), with a minimum annual fee of $1,000 per plan for setup and general administrative services
Estimated from the firm’s Form ADV Part 2A brochure — not a quote. Actual fees are set in your agreement and may differ. Costs charged by others (custodians, fund managers) are not included.
What This Firm Charges
| Account Size | Annual Fee |
|---|---|
| All accounts | 2.00% |
Billed annual fees are prorated and charged monthly in arrears
Extracted from Form ADV Part 2A brochure
Specializations
Extracted from Form ADV Part 2A brochure
Who They Typically Serve
Extracted from Form ADV Part 2A brochure
Key Findings
Strengths
- Fee-only compensation — no commission income reported
- Registered as investment adviser with fiduciary obligation
- No broker-dealer registration — advisory services only
- Clean regulatory record — no disclosures, arbitrations, or fines
- Transparent fee structure — charges advisory fees, no commissions
Conflict Audit
Zero material conflicts identified in regulatory filings.
Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14
What this firm says about how it gets paid
“Asset based fees give an advisor an incentive to increase the assets in a client account since the more an investor has in an account, the more the investor will pay in fees.”
“We do, however, receive some non-monetary benefits from our custodian to whom we direct business”
Source: the firm’s own Form CRS, filed 2025-11-06 — quoted directly
Regulatory Track Record
0
Disclosures
Clean record — no disclosures found
$0
Total Fines
Clean record — no fines found
Regulatory Events
TransparencyScore Dimensions
Disclosure Record
Customer complaints, arbitrations, and fines. Frequency and recency matter.
100/100
Strong
Avg for investment adviser firms: 82.6 | Top 10%: 99.5
Filing Quality
How clearly the firm describes services, fees, and investment approach in regulatory filings.
77/100
Fair
Avg for investment adviser firms: 84.1 | Top 10%: 100
Conflict Disclosure
How openly the firm explains who pays it and what it's paid to sell. The conflict isn't the problem — hiding it is.
65/100
Fair
Avg for investment adviser firms: 54 | Top 10%: 67
Enforcement History
Self-reported legal and disciplinary history from Form ADV Item 11.
100/100
Strong
Avg for investment adviser firms: 99.7 | Top 10%: 100
Next Steps
Advisor Roster
6 advisors
| Advisor | CRD | Score | Grade |
|---|---|---|---|
| Bryan Scott Newton | 6121099 | — | — |
| Dirk Eugene Palmer | 7363379 | — | — |
| Mark Edward Stratton | 1894252 | — | — |
| Brennen Sean Newton | 6068327 | — | — |
| David William Bush | 5537832 | — | — |
| Scott Wesley Ross | 4911591 | — | — |
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Frequently Asked Questions
What does the TransparencyScore measure?
The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.
Where does this data come from?
All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.
Does a low score mean they're a bad advisor?
Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.
How often is this data updated?
Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.
Can an advisor or firm improve their score?
Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.
Data Sources
Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.
Verify on SEC IAPD
Last scored: · Score version: 3.8 · CRD #330038