FUERST FINANCIAL GROUP, INC.

RIASEC Registered

Total AUM

$101M

Discretionary

$100M

99% of AUM

Avg account

$186K

Accounts

542

Employees

Advisory reps

Firm details

Headquarters: CHATTANOOGA, Tennessee
CRD number: 149172
Website: www.growkeepleave.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals46.64%
HNWI46.63%
Charitable Organizations5.92%
Other0.82%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fuerst Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm acts as a capital allocator, serving both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed fees for some services. The firm does not characterize itself as an active ESG investor and is not registered as a multi‑state adviser.