# Financial Strategies Group, Inc

> 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.

- CRD: 289054
- Filed as: FINANCIAL STRATEGIES GROUP, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Okemos, MI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289054
- AdvisorCensus page: https://advisorcensus.com/firm/financial-strategies-group-inc-okemos-mi-289054

## Quick answers

**How is Financial Strategies Group, Inc compensated?**
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).

**How much does Financial Strategies Group, Inc charge?**
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.

**Where is Financial Strategies Group, Inc located?**
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).

**Is Financial Strategies Group, Inc registered with the SEC or a state?**
Financial Strategies Group, Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289054.

**How much does Financial Strategies Group, Inc manage?**
Financial Strategies Group, Inc reports $677,379,652 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Financial Strategies Group, Inc's assets and staff changed since 2021?**
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.

**What types of clients does Financial Strategies Group, Inc serve?**
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).

**Which custodians does Financial Strategies Group, Inc use?**
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.

**Does Financial Strategies 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/289054

**What changed in Financial Strategies Group, Inc's recent Form ADV filings?**
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).

## 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 March 25, 2026)

- Flat fee: up to $20,000 (Financial Planning & Consulting)

> Financial Planning & Consulting ... Fees may be assessed an hourly or flat rate for the services provided. ... Flat fees will not exceed $20,000.

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.
- National Financial Services LLC

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: $677,379,652
- Discretionary: $677,379,652
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,086 | $314,871,853 |
| High net worth individuals | 195 | $350,522,056 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $9,698,811 |
| Charitable organizations | 2 | $2,286,932 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 27 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, MI, NC, NE, NV, OH, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fenton, MI

### Websites listed on Form ADV (Item 1.I)
- fsgmichigan.com
- Facebook @FINANCIALSTRATEGIESGROUP
- Instagram @fina ncialstrategiesgroup
- LinkedIn @financial-strategies-group-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $380,071,427 | 22 | May 25, 2021 |
| October 2022 | $459,338,024 | 24 | March 23, 2022 |
| October 2023 | $387,308,751 | 21 | September 22, 2023 |
| October 2024 | $468,613,399 | 23 | September 12, 2024 |
| October 2025 | $550,090,756 | 25 | March 26, 2025 |
| October 2026 | $677,379,652 | 27 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### December 2025
- Registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Strategies Group, Inc (CRD 289054): Form ADV filing data as of October 2026.