# Advanced Advisor Group, LLC

> 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.

- CRD: 140393
- Filed as: ADVANCED ADVISOR GROUP, LLC
- Also doing business as: EFS ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cambridge, MN
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140393
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-advisor-group-llc-cambridge-mn-140393

## Quick answers

**How is Advanced Advisor Group, LLC compensated?**
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.

**How much does Advanced Advisor Group, LLC charge?**
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.

**Where is Advanced Advisor Group, LLC located?**
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).

**Is Advanced Advisor Group, LLC registered with the SEC or a state?**
Advanced Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 140393.

**How much does Advanced Advisor Group, LLC manage?**
Advanced Advisor Group, LLC reports $10,932,672 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Advanced Advisor Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Advanced Advisor Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58).

**Which custodians does Advanced Advisor Group, LLC use?**
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.

**Does Advanced Advisor Group, LLC report any disciplinary disclosures?**
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

**What changed in Advanced Advisor Group, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Hourly rate: $350 an hour (Non-asset management consulting services)

> Non-asset management consulting services up to $350/hour (negotiable)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $10,932,672
- Discretionary: $10,932,672
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $10,932,672 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2020 (6 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, MN, SD, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Apple Valley, MN
- Minnetonka, MN
- Rochester, MN
- Rogers, MN
- St. Paul, MN

### Websites listed on Form ADV (Item 1.I)
- efsadvisors.com
- Facebook @EDUCATORSFINANCIAL
- LinkedIn @EDUCATORS-FINANCIAL-SERVICES-INC-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,501,653 | 12 | March 30, 2021 |
| October 2022 | $12,782,680 | 8 | September 21, 2022 |
| October 2023 | $11,460,173 | 8 | May 2, 2023 |
| October 2024 | $12,739,399 | 8 | July 16, 2024 |
| October 2025 | $13,497,240 | 9 | March 11, 2025 |
| October 2026 | $10,932,672 | 11 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Advisor Group, LLC (CRD 140393): Form ADV filing data as of October 2026.