# Financial Enhancement Group

> Financial Enhancement Group is an SEC-registered investment advisory firm in Anderson, IN, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 159017
- Filed as: FINANCIAL ENHANCEMENT GROUP
- Legal name: Financial Enhancement Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Anderson, IN
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159017
- AdvisorCensus page: https://advisorcensus.com/firm/financial-enhancement-group-anderson-in-159017

## Quick answers

**How is Financial Enhancement Group compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Enhancement Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Financial Enhancement Group charge?**
Its Form ADV Part 2A brochure dated February 12, 2026 states: Hourly rate: $500 an hour (comprehensive financial planning service; one-time, customized financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Financial Enhancement Group located?**
Financial Enhancement Group's principal office is in Anderson, IN, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Financial Enhancement Group registered with the SEC or a state?**
Financial Enhancement Group is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159017.

**How much does Financial Enhancement Group manage?**
Financial Enhancement Group reports $986,999,188 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Financial Enhancement Group's assets and staff changed since 2021?**
In the Form ADV data for Financial Enhancement Group: Regulatory assets under management: $588,653,398 in the October 2021 data and $986,999,188 in the October 2026 data, up 68%. Total employees: 19 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Enhancement Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (996); high net worth individuals (261); corporations or other businesses not listed above (21).

**Which custodians does Financial Enhancement Group use?**
Financial Enhancement Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Enhancement 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/159017

**What changed in Financial Enhancement Group's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 21 to 22.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Minimum annual fee: $1,600

> *The firm has a minimum fee of $1,600.00

- Hourly rate: $500 an hour (comprehensive financial planning service; one-time, customized financial…)

> From time to time, we may, by request, engage with a client to create a one-time, customized financial plan. Generally, our fees are charged on an hourly basis of $500.00 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $986,999,188
- Discretionary: $986,999,188
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 996 | $316,221,017 |
| High net worth individuals | 261 | $643,526,539 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 3 | $2,430,403 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 21 | $24,821,229 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 25 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brownsburg, IN
- Indianapolis, IN
- Lafayette, IN
- Rensselaer, IN
- Woodstock, GA

### Websites listed on Form ADV (Item 1.I)
- yourlifeafterwork.com
- Facebook @FINANCIALENHANCEMENTGROUP
- LinkedIn @731086
- X @FEG_ADVISORS
- YouTube @UCwu_FfDi6rwn0JyJ2dJoesA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $588,653,398 | 19 | July 8, 2021 |
| October 2022 | $703,479,364 | 19 | July 7, 2022 |
| October 2023 | $635,755,960 | 20 | April 5, 2023 |
| October 2024 | $727,975,915 | 23 | September 30, 2024 |
| October 2025 | $831,506,691 | 26 | February 19, 2025 |
| October 2026 | $986,999,188 | 25 | September 23, 2026 |

Regulatory assets under management: $588,653,398 in the October 2021 data and $986,999,188 in the October 2026 data, up 68%.
Total employees: 19 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 21 to 22.

### March 2026
- Employees performing advisory functions went from 18 to 21.
- Regulatory assets under management went from $831,506,691 to $986,999,188 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Enhancement Group (CRD 159017): Form ADV filing data as of October 2026.