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Advisory Solutions Group

Plymouth, MNSEC-registered investment adviserCRD 339919

Filed as ADVISORY SOLUTIONS GROUP · Legal name Advisory Solutions Group, LLC

Advisory Solutions Group is an SEC-registered investment advisory firm in Plymouth, MN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

0 years
registered since 2026
$408,369,935
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Advisory Solutions Group compensated?

On its Form ADV (Item 5.E, October 2026), Advisory Solutions Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Advisory Solutions Group located?

Advisory Solutions Group's principal office is in Plymouth, MN, according to its Form ADV; the October 2026 filing also lists 13 other offices (Schedule D, Section 1.F).

Is Advisory Solutions Group registered with the SEC or a state?

Advisory Solutions Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339919.

How much does Advisory Solutions Group manage?

Advisory Solutions Group reports $408,369,935 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

What types of clients does Advisory Solutions Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (701); high net worth individuals (106).

Does Advisory Solutions Group 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/339919

Does Advisory Solutions Group state an account minimum?

Its Form ADV Part 2A brochure dated August 21, 2026 says: "We generally do not impose a minimum size for establishing a relationship."

What changed in Advisory Solutions Group's recent Form ADV filings?

In the October 2026 filing data: No longer lists the business name Cultivant. Added the business name Redstone Capital. Added the business name Cultivant Wealth. Added an office in Scottsdale, AZ.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
We generally do not impose a minimum size for establishing a relationship.

As stated in the firm's Form ADV Part 2A brochure dated August 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$408,369,935

$408,369,935 as of October 2026, filing dated September 22, 2026.

Discretionary: $408,369,935.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 701 Assets $238,239,347 (58%)
High net worth individuals
Clients 106 Assets $170,130,588 (42%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Advisory Solutions Group, LLC
Also doing business as
CULTIVANT WEALTH, FOCUSPOINT SOLUTIONS, FOUR POINTS WEALTH MANAGEMENT, MATT FEVOLA WEALTH MANAGEMENT, MERIDIAN WEALTH ALLIANCE, MILESTONE PRIVATE WEALTH MANAGEMENT, NSR RETIREMENT & FINANCIAL SERVICES, OAK & VINE WEALTH MANAGEMENT, REDSTONE CAPITAL, RENEE REKSC & ASSOCIATES, SC FINANCIAL, SELTUN FINANCIAL GROUP, THAYER & CO TOTAL WEALTH MANAGEMENT, TRUE NORTH WEALTH ADVISORS, WEALTH & INCOME SOLUTIONS, WEALTH EVOLUTION GROUP
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2026 (0 years)
Employees
Total: 50. Performing investment advisory functions: 33.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
13 other offices, as of the October 2026 filing
Bellevue, WABinghampton, NYBuffalo Grove, ILCoronado, CADallas, COFrisco, COGreenwood Village, COPaso Robles, CAPortland, ORRiverwoods, ILScottsdale, AZSea Girt, NJSpokane, WA
States registered or notice-filed
51 states or jurisdictions
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • No longer lists the business name Cultivant.
    • Added the business name Redstone Capital.
    • Added the business name Cultivant Wealth.
    • Added an office in Scottsdale, AZ.
  2. August 2026
    • Added the business name Wealth Evolution Group.
    • Added the business name Wealth & Income Solutions.
    • Added the business name True North Wealth Advisors.
    • Added the business name Thayer & Co Total Wealth Management.
    • Added the business name Seltun Financial Group.
    • Added the business name SC Financial.
    • Added the business name Renee Reksc & Associates.
    • Added the business name Oak & Vine Wealth Management.
    • Added the business name NSR Retirement & Financial Services.
    • Added the business name Milestone Private Wealth Management.
    • Added the business name Meridian Wealth Alliance.
    • Added the business name Matt Fevola Wealth Management.
    • Added the business name Four Points Wealth Management.
    • Added the business name Cultivant.
    • Added an office in Bellevue, WA.
    • Added an office in Binghampton, NY.
    • Added an office in Buffalo Grove, IL.
    • Added an office in Coronado, CA.
    • Added an office in Dallas, CO.
    • Added an office in Frisco, CO.
    • Added an office in Greenwood Village, CO.
    • Added an office in Paso Robles, CA.
    • Added an office in Portland, OR.
    • Added an office in Riverwoods, IL.
    • Added an office in Scottsdale, AZ.
    • Added an office in Sea Girt, NJ.
    • Added an office in Spokane, WA.
    • Updated its list of owners and control persons (Schedule A).
  3. June 2026
    • Employees performing advisory functions went from 4 to 33.
    • Registered or notice-filed in AK, AL, AR, CT, DC, DE, GA, HI, IA, ID, IN, KY, LA, MD, ME, MI, MO, MS, MT, ND, NH, NM, NV, OK, PA, RI, SD, TN, UT, VA, VT, WI, WV, WY.
  4. May 2026
    • Registered or notice-filed in NJ.
  5. March 2026
    • Added the business name Focuspoint Solutions.
    • Registered or notice-filed in AZ, CO, IL, KS, NC, NE, OH, OR, SC, WA.
  6. February 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
advisorysolutions.comcultivant.comfourpointswealth.commattfevolawealthmanagement.commeridianwealthalliance.commilestonepwm.comoakandvinewm.comredstonecapitalmanagement.comrekscgroup.comscfinancialservices.comtruenorthwealthadv.comwealtheg.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Advisory Solutions Group (CRD 339919): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/advisory-solutions-group-plymouth-mn-339919