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Financial Solutions Advisory Group
Filed as FINANCIAL SOLUTIONS ADVISORY GROUP · Legal name Financial Solutions Advisory Group, Inc.
Financial Solutions Advisory Group is an SEC-registered investment advisory firm in Chicago, IL, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Financial Solutions Advisory Group compensated?
On its Form ADV (Item 5.E, October 2026), Financial Solutions Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Financial Solutions Advisory Group charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Financial Solutions Advisory Group located?
Financial Solutions Advisory Group's principal office is in Chicago, IL, according to its Form ADV.
Is Financial Solutions Advisory Group registered with the SEC or a state?
Financial Solutions Advisory Group is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 125218.
How much does Financial Solutions Advisory Group manage?
Financial Solutions Advisory Group reports $935,000,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (96% discretionary).
How have Financial Solutions Advisory Group's assets and staff changed since 2021?
In the Form ADV data for Financial Solutions Advisory Group: Regulatory assets under management: $646,314,000 in the October 2021 data and $935,000,000 in the October 2026 data, up 45%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Financial Solutions Advisory Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (350); corporations or other businesses not listed above (10).
Which custodians does Financial Solutions Advisory Group use?
Financial Solutions Advisory 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 Solutions 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 SEC record: https://adviserinfo.sec.gov/firm/summary/125218
What changed in Financial Solutions Advisory Group's recent Form ADV filings?
In the January 2026 filing data: Employees performing advisory functions went from 8 to 9.
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $250 an hour (financial planning services)
The brochure's wording
Financial planning fees are generally calculated and charged on an hourly basis at a rate of $250 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 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$935,000,000 as of October 2026, filing dated March 25, 2026.
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.DA 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
- Pension consulting services
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Legal name
- Financial Solutions Advisory Group, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 10. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $935,000,000 | 10 | March 25, 2026 |
| October 2025 | $880,000,000 | 10 | March 11, 2025 |
| October 2024 | $730,000,000 | 10 | May 15, 2024 |
| October 2023 | $650,000,000 | 10 | February 21, 2023 |
| October 2022 | $695,000,000 | 10 | February 17, 2022 |
| October 2021 | $646,314,000 | 10 | March 2, 2021 |
Regulatory assets under management: $646,314,000 in the October 2021 data and $935,000,000 in the October 2026 data, up 45%.
Total employees: 10 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- Employees performing advisory functions went from 8 to 9.
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.ISource: 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. Financial Solutions Advisory Group (CRD 125218): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/financial-solutions-advisory-group-chicago-il-125218