Financial Strategies Group, Inc

RIASEC RegisteredEst. 2017

Total AUM

$677M

Discretionary

$677M

100% of AUM

Avg account

$196K

Accounts

3,463

Employees

Advisory reps

Firm details

Headquarters: Okemos, Michigan
CRD number: 289054
Registered since: August 1, 2017
Website: fsgmichigan.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.75%
Individuals46.48%
Pension & Profit Sharing Plans1.43%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Strategies Group, Inc. is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across a range of client types — from individuals and small businesses to pooled vehicles and institutional accounts — and also engages in selecting external managers, publishing periodic newsletters, and running educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is SEC-registered (since 2017) and reports an affiliation with an insurance company. They are not identified as an active ESG investor.