Basile Financial Group, INC.

Financial planning in Palm Harbor, FL

State registeredNo commissions reported

Call (727) 900-7068 Send a message Map ↗

Public-record details

Address: 36410 US Highway 19 N, Palm Harbor, FL 34684
Phone: (727) 900-7068
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 289419
Registration: State registered: CO, FL, NY
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $5.4 million
Accounts managed: 27
Clients reported (Form ADV 5.D): 26
Individual / high-net-worth clients: 21 / 2
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

State registered (CO, FL, NY) investment adviser, CRD 289419, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 289419 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Palm Harbor

Fidelity Capital Management Corp2940 Country Woods Lane · Palm Harbor, FL 34683 · (941) 706-5564 · Flat / fixed feesCRD 122651 · % of assets, Fixed fees · $150,000 AUMState registeredNo commissions reported Nathan G. Hanna, LLC2706 Alt. 19n., Suite 206 · Palm Harbor, FL 34683 · (727) 773-2988 · Financial planningCRD 158936 · % of assets, Hourly charges · $31.1 million AUMState registeredNo commissions reported Premier Private Wealth Management, LLC1025 Ohio Avenue · Palm Harbor, FL 34683 · (727) 281-2882 · Financial planningCRD 331860 · % of assets, Hourly charges, Fixed fees · $126.3 million AUMSEC registeredNo commissions reported Sterling Bridge Financial Group LLC4174 Woodlands Parkway · Palm Harbor, FL 34685 · (727) 250-4130 · Financial planningCRD 304409 · % of assets · $131.1 million AUMSEC registeredNo commissions reported Toring Financial Advisors, INC.522 Alt19 · Palm Harbor, FL 34683 · (727) 741-4186 · Financial planningCRD 329417 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported

All 6 in Palm Harbor →