SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Financial Solutions Advisory Group
Chicago, IL
Financial Solutions Advisory Group, Inc., CRD 125218
Firm filing updated March 25, 2026 ·
- $935MAssets
- 360Clients
- 9Advisory staff
- 360Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals350
- Corporations or other businesses10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 350 | $900.0 million |
| Corporations or other businesses not listed above | 10 | $35.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Publication of periodicals or newsletters
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$935.0 million
- Accounts360
- Discretionary$900.0 million · 350 accounts
- Non-discretionary$35.0 million · 10 accounts
People
- Employees10
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Financial Solutions Advisory Group, Inc. SEC-registered investment advisor. CRD 125218, SEC file 801-62068.
- Registered with the SEC as an investment advisor (status date on record: June 6, 2003).
Is Financial Solutions Advisory Group a fiduciary?
Short answer: Financial Solutions Advisory Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.