{
  "crd_number": 289054,
  "slug": "financial-strategies-group-inc-okemos-mi-289054",
  "primary_business_name": "FINANCIAL STRATEGIES GROUP, INC",
  "legal_name": "FINANCIAL STRATEGIES GROUP, INC",
  "dbas": [],
  "city": "Okemos",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "29620",
  "metro": {
    "cbsa_code": "29620",
    "common_name": "Lansing",
    "msa_name": "Lansing-East Lansing, MI",
    "path": "/advisors/mi/lansing"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-08-01",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 677379652.0,
  "raum_discretionary": 677379652.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 27,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2286932.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 314871853.0,
      "count": 1086
    },
    "pension_profit_sharing": {
      "raum": 9698811.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 350522056.0,
      "count": 195
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "MI",
    "NC",
    "NE",
    "NV",
    "OH",
    "TN",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/FINANCIALSTRATEGIESGROUP",
    "https://fsgmichigan.com",
    "https://instagram.com/fina ncialstrategiesgroup?hl=en",
    "https://linkedin.com/company/financial-strategies-group-inc-"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289054",
  "city_as_filed": "OKEMOS",
  "url": "https://advisorcensus.com/firm/financial-strategies-group-inc-okemos-mi-289054",
  "display_name": "Financial Strategies Group, Inc",
  "summary": "Financial Strategies Group, Inc is an SEC-registered investment advisory firm in Okemos, MI, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Financial Strategies Group, Inc (CRD 289054): 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 pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Strategies Group, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Strategies Group, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Financial Strategies Group, Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: up to $20,000 (Financial Planning & Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Financial Strategies Group, Inc located?",
      "a": "Financial Strategies Group, Inc's principal office is in Okemos, MI, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Financial Strategies Group, Inc registered with the SEC or a state?",
      "a": "Financial Strategies Group, Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289054."
    },
    {
      "q": "How much does Financial Strategies Group, Inc manage?",
      "a": "Financial Strategies Group, Inc reports $677,379,652 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Financial Strategies Group, Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Financial Strategies Group, Inc: Regulatory assets under management: $380,071,427 in the October 2021 data and $677,379,652 in the October 2026 data, up 78%. Total employees: 22 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Strategies Group, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,086); high net worth individuals (195); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Financial Strategies Group, Inc use?",
      "a": "Financial Strategies Group, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Financial Strategies Group, Inc 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/289054"
    },
    {
      "q": "What changed in Financial Strategies Group, Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 7. Regulatory assets under management went from $550,090,756 to $677,379,652 (+23%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 380071427.0,
      "total_employees": 22,
      "filing_date": "2021-05-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 459338024.0,
      "total_employees": 24,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 387308751.0,
      "total_employees": 21,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 468613399.0,
      "total_employees": 23,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 550090756.0,
      "total_employees": 25,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 677379652.0,
      "total_employees": 27,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 7.",
        "Regulatory assets under management went from $550,090,756 to $677,379,652 (+23%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $20,000 (Financial Planning & Consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $20,000 (Financial Planning & Consulting)"
        ],
        "quotes": [
          "Financial Planning & Consulting ... Fees may be assessed an hourly or flat rate for the services provided. ... Flat fees will not exceed $20,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 20000.0,
          "period": "one_time",
          "service": "Financial Planning & Consulting"
        }
      ]
    },
    "quotes": [
      "Financial Planning & Consulting ... Fees may be assessed an hourly or flat rate for the services provided. ... Flat fees will not exceed $20,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/financial-strategies-group-inc-okemos-mi-289054.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1086,
      "fewer_than_5": false,
      "raum": 314871853.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 195,
      "fewer_than_5": false,
      "raum": 350522056.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 9698811.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2286932.0
    }
  ],
  "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/289054",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}