Financial Strategies Group, INC
Okemos, MI·SEC-registered · CRD #289054
Financial Strategies Group, INC is an SEC-registered investment advisory firm in Okemos, MI managing $677M across 3.5k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$677M
Client accounts
3.5k
Advisory staff
7
Fee model
Fee-based
How Financial Strategies Group, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Financial Strategies Group, INC
How much does Financial Strategies Group, INC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Financial Strategies Group, INC reports $677M in regulatory assets under management across roughly 3.5k client accounts.
How does Financial Strategies Group, INC charge?
Financial Strategies Group, INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Financial Strategies Group, INC a fiduciary?
Yes. Financial Strategies Group, INC is registered with the U.S. Securities and Exchange Commission (CRD #289054), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Financial Strategies Group, INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Financial Strategies Group, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Okemos, MI
Profile compiled from Financial Strategies Group, INC's public SEC Form ADV filing (CRD #289054, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Financial Strategies Group, INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Financial Strategies Group, INC? Claim this profile.