# Financial Service Group Inc

> Financial Service Group Inc is an SEC-registered investment advisory firm in Mount Pleasant, WI, registered since 1992, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 107893
- Filed as: FINANCIAL SERVICE GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Pleasant, WI
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107893
- AdvisorCensus page: https://advisorcensus.com/firm/financial-service-group-inc-mount-pleasant-wi-107893

## Quick answers

**How is Financial Service Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Service Group Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Financial Service Group Inc located?**
Financial Service Group Inc's principal office is in Mount Pleasant, WI, according to its Form ADV.

**Is Financial Service Group Inc registered with the SEC or a state?**
Financial Service Group Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 107893.

**How much does Financial Service Group Inc manage?**
Financial Service Group Inc reports $214,995,359 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Financial Service Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Financial Service Group Inc: Regulatory assets under management: $284,971,179 in the October 2021 data and $214,995,359 in the October 2026 data, down 25%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Service Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (74).

**Which custodians does Financial Service Group Inc use?**
Financial Service Group Inc'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 Service Group Inc 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/107893

**Does Financial Service Group Inc state an account minimum?**
Its Form ADV Part 2A brochure dated January 23, 2026 says: "FSG does not impose a minimum dollar value of assets or other conditions for starting or maintaining an account."

**What changed in Financial Service Group Inc's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $324,696,730 to $214,995,359 (-34%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 23, 2026)

- Account minimum: None

> FSG does not impose a minimum dollar value of assets or other conditions for starting or maintaining an account.

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: $214,995,359
- Discretionary: $214,995,359
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $67,885,600 |
| High net worth individuals | 74 | $147,109,759 |

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

### Firm details
- Registered since: 1992 (34 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, NC, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- toyourwealth.com
- Facebook @CAREERASSETMANAGEMENT
- Facebook @TOYOURWEALTH
- LinkedIn @2414821

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $284,971,179 | 7 | August 5, 2021 |
| October 2022 | $333,655,444 | 9 | June 7, 2022 |
| October 2023 | $295,621,428 | 8 | June 12, 2023 |
| October 2024 | $284,211,519 | 9 | February 15, 2024 |
| October 2025 | $324,696,730 | 10 | January 30, 2025 |
| October 2026 | $214,995,359 | 8 | September 10, 2026 |

Regulatory assets under management: $284,971,179 in the October 2021 data and $214,995,359 in the October 2026 data, down 25%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $324,696,730 to $214,995,359 (-34%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Service Group Inc (CRD 107893): Form ADV filing data as of October 2026.