FINANCIAL ADVISORY GROUP, INC.

Overview

Financial Advisory Group, Inc. is an independent registered investment adviser that focuses on serving individual and family clients, with additional portfolio management for small businesses. The firm operates as both an RIA and an insurance broker, combining financial planning and discretionary portfolio management with insurance services. Their fee structure blends percentage-of-AUM billing with fixed-fee engagements, which suggests they accommodate both ongoing asset management relationships and project-based planning work. Investment activity appears modest in scale and client-focused: the firm reports all of its assets as discretionary, indicating that portfolio decisions are primarily made by the adviser on clients’ behalf rather than by the clients directly. They are not positioned as an ESG investor and do not advertise multi-state advisory operations or pension consulting services.

Assets & Accounts

Location & Offices