FINANCIAL SOLUTIONS ADVISORY GROUP
SEC RegisteredBuilding Wealth, Investing in Relationships
About the firm
Financial Solutions Advisory Group provides customized wealth management and financial planning through highly personalized service. The team has decades of experience working with affluent individuals and their families, addressing complex financial needs. The firm is fee-only, fiduciary, and independent.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and wealth management, including portfolio management based on client needs, goals, and risk tolerance. The firm also offers a complimentary 'Get Acquainted' meeting to describe services.
Who they serve
Affluent individuals and their families with complex financial needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 350 | $900M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.00% |
| $2,000,001 - $4,000,000 | 0.75% |
| Over $4,000,001 | 0.65% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL SOLUTIONS ADVISORY GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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