{
  "crd_number": 140393,
  "slug": "advanced-advisor-group-llc-cambridge-mn-140393",
  "primary_business_name": "ADVANCED ADVISOR GROUP, LLC",
  "legal_name": "ADVANCED ADVISOR GROUP, LLC",
  "dbas": [
    "EFS ADVISORS"
  ],
  "city": "Cambridge",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-17",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 10932672.0,
  "raum_discretionary": 10932672.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 10932672.0,
      "count": 58
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IA",
    "MN",
    "SD",
    "WI"
  ],
  "websites": [
    "https://efsadvisors.com",
    "https://facebook.com/EDUCATORSFINANCIAL",
    "https://linkedin.com/COMPANY/EDUCATORS-FINANCIAL-SERVICES-INC-"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140393",
  "city_as_filed": "CAMBRIDGE",
  "url": "https://advisorcensus.com/firm/advanced-advisor-group-llc-cambridge-mn-140393",
  "display_name": "Advanced Advisor Group, LLC",
  "summary": "Advanced Advisor Group, LLC is an SEC-registered investment advisory firm in Cambridge, MN, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Advanced Advisor Group, LLC (CRD 140393): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Advanced Advisor Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Advanced Advisor Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Advanced Advisor Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $350 an hour (Non-asset management consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Advanced Advisor Group, LLC located?",
      "a": "Advanced Advisor Group, LLC's principal office is in Cambridge, MN, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Advanced Advisor Group, LLC registered with the SEC or a state?",
      "a": "Advanced Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 140393."
    },
    {
      "q": "How much does Advanced Advisor Group, LLC manage?",
      "a": "Advanced Advisor Group, LLC reports $10,932,672 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Advanced Advisor Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Advanced Advisor Group, LLC: Regulatory assets under management: $6,501,653 in the October 2021 data and $10,932,672 in the October 2026 data, up 68%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Advanced Advisor Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58)."
    },
    {
      "q": "Which custodians does Advanced Advisor Group, LLC use?",
      "a": "Advanced Advisor Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Advanced Advisor Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140393"
    },
    {
      "q": "What changed in Advanced Advisor Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $13,497,240 to $10,932,672 (-19%). Added an office in Rogers, MN. No longer lists an office in Champlin, MN. No longer lists an office in Peoria, AZ. Registered or notice-filed in SD, WI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6501653.0,
      "total_employees": 12,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12782680.0,
      "total_employees": 8,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 11460173.0,
      "total_employees": 8,
      "filing_date": "2023-05-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12739399.0,
      "total_employees": 8,
      "filing_date": "2024-07-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 13497240.0,
      "total_employees": 9,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10932672.0,
      "total_employees": 11,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 11.",
        "Regulatory assets under management went from $13,497,240 to $10,932,672 (-19%).",
        "Added an office in Rogers, MN.",
        "No longer lists an office in Champlin, MN.",
        "No longer lists an office in Peoria, AZ.",
        "Registered or notice-filed in SD, WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (Non-asset management consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (Non-asset management consulting services)"
        ],
        "quotes": [
          "Non-asset management consulting services up to $350/hour (negotiable)"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Non-asset management consulting services"
        }
      ]
    },
    "quotes": [
      "Non-asset management consulting services up to $350/hour (negotiable)"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/advanced-advisor-group-llc-cambridge-mn-140393.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 58,
      "fewer_than_5": false,
      "raum": 10932672.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140393",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}