No Account Minimums
Get started with any amount
Easy to understand fee structure for our services
A legal obligation to only act in your best interests
Whether you're a wealthy multi-millionaire or living paycheck to paycheck, we believe that every single person deserves to have access to a trusted financial advisor, which is why we have no account minimums. We strive to live out our core values of honesty, integrity, and respect which we believe create a solid foundation on which our firm can thrive. We will always have the strongest fiduciary standards to our clients, meaning we only do what is in your best interests. In doing these things, we believe we can help every community that we serve. Read more about our community involvement.
Are You Small Business Owner?
We believe small businesses are not just the backbone of our economy, but also the cornerstone of every great community. Learn about the full suite of services we offer to our small business owner clients.
The broadest and most in-depth form of planning. Creates a holistic view of all assets and liabilities to create a tailored and comprehensive financial plan for you, your family, or your business.
We help you build wealth through tactical asset allocation by determining the allocation of assets that best suits your goals and needs. We deliver an asset allocation that intends to maximize return for your individual risk tolerance.
Our Retirement Planning is intended to give you steady income during retirement in the most tax-efficient way possible. Utilizing dividends from your portfolio equities, we also seek capital appreciation in addition to steady dividend income.
Our Portfolio Management has two functions: capital appreciation (growth) and steady income (dividends or bonds). Depending on your financial goals, time horizon, and expectations , we will deploy one of the two strategies or a unique blend of the two, in order to meet your investment goals.
Understanding every aspect of your financial picture is crucial to your financial success. We use state-of-the-art financial planning tools that allow you to track spending, savings, investments, debts, etc. in real-time and it updates your probability of achieving your retirement goals daily.
After working at Wall Street's largest and most elite wealth management firm with almost $2 Trillion (trillion with a T) Assets under Management, I realized how many investment firms enrich themselves at the expense of their clients. What spurred me to start my own investment firm was actually an incident in which a financial advisor took advantage of my mother's retirement account and picked investments based on what would give him the highest commissions. My mom's retirement account spent years not growing and she missed out on one of the greatest bull-markets in US history. That is why at Cullen Investment Group, we do not charge commissions, nor do we peddle/incentivize firm-specific insurance or investment products. We are strictly fee-based, since we do not work on commission, we are always on the same side of the table as you, providing advice that is in always in your best interests. Unlike other firms that have a minimum investment of $250,000, we do not have account minimums because we believe everyone deserves to have access to sound financial advice regardless of if you have $10 or $10 million. If you have money to invest we will help you invest it. While this business model may be harder, we believe it is the right thing to do. At Cullen Investment Group, we take our fiduciary Responsibility very seriously and we are passionate about helping you achieve your financial goals.
Founder & CEO
-Ryan G. Cullen
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
What Makes Us Different
What Makes Us Different
Financial Coach and NY Times Best-selling Author of Rich Dad Poor Dad
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Mathematician, Theoretical Physicist, &
Nobel Prize Winner
Compound Interest is the eighth wonder of the World. He who understands, earns it... He who doesn't...pays it.
Billionaire CEO of Berkshire Hathaway and teacher of value investing
The stock market is a device for transferring money from the impatient to the patient.