# Andover Advisory Group

> Andover Advisory Group is a state-registered investment advisory firm in North Andover, MA, registered since 1997, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 132062
- Filed as: ANDOVER ADVISORY GROUP
- Legal name: Shank, Jeffrey a
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Andover, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132062
- AdvisorCensus page: https://advisorcensus.com/firm/andover-advisory-group-north-andover-ma-132062

## Quick answers

**How is Andover Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Andover Advisory Group reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Andover Advisory Group located?**
Andover Advisory Group's principal office is in North Andover, MA, according to its Form ADV.

**Is Andover Advisory Group registered with the SEC or a state?**
Andover Advisory Group is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 132062.

**What types of clients does Andover Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (35).

**Does Andover Advisory Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132062

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $0 |
| High net worth individuals | 35 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- andoveradvisorygroup.com
- Facebook @talkmoneyradio

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andover Advisory Group (CRD 132062): Form ADV filing data as of October 2026.