{
  "crd_number": 339919,
  "slug": "advisory-solutions-group-plymouth-mn-339919",
  "primary_business_name": "ADVISORY SOLUTIONS GROUP",
  "legal_name": "ADVISORY SOLUTIONS GROUP, LLC",
  "dbas": [
    "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"
  ],
  "city": "Plymouth",
  "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": "2026-01-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 408369935.0,
  "raum_discretionary": 408369935.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 50,
  "advisory_employees": 33,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 238239347.0,
      "count": 701
    },
    "high_net_worth_individuals": {
      "raum": 170130588.0,
      "count": 106
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://advisorysolutions.com",
    "https://cultivant.com",
    "https://fourpointswealth.com",
    "https://mattfevolawealthmanagement.com",
    "https://meridianwealthalliance.com",
    "https://milestonepwm.com",
    "https://oakandvinewm.com",
    "https://redstonecapitalmanagement.com",
    "https://rekscgroup.com",
    "https://scfinancialservices.com",
    "https://truenorthwealthadv.com",
    "https://wealtheg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339919",
  "city_as_filed": "PLYMOUTH",
  "url": "https://advisorcensus.com/firm/advisory-solutions-group-plymouth-mn-339919",
  "display_name": "Advisory Solutions Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Advisory Solutions Group (CRD 339919): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Advisory Solutions Group compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Advisory Solutions Group located?",
      "a": "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)."
    },
    {
      "q": "Is Advisory Solutions Group registered with the SEC or a state?",
      "a": "Advisory Solutions Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339919."
    },
    {
      "q": "How much does Advisory Solutions Group manage?",
      "a": "Advisory Solutions Group reports $408,369,935 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Advisory Solutions Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (701); high net worth individuals (106)."
    },
    {
      "q": "Does Advisory Solutions Group 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/339919"
    },
    {
      "q": "Does Advisory Solutions Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 21, 2026 says: \"We generally do not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Advisory Solutions Group's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Focuspoint Solutions.",
        "Registered or notice-filed in AZ, CO, IL, KS, NC, NE, OH, OR, SC, WA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 21, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We generally do not impose a minimum size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "We generally do not impose a minimum size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/advisory-solutions-group-plymouth-mn-339919.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 701,
      "fewer_than_5": false,
      "raum": 238239347.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 106,
      "fewer_than_5": false,
      "raum": 170130588.0
    }
  ],
  "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/339919",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}