# Fuerst Financial Group, Inc.

> Fuerst Financial Group, Inc. is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 149172
- Filed as: FUERST FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149172
- AdvisorCensus page: https://advisorcensus.com/firm/fuerst-financial-group-inc-chattanooga-tn-149172

## Quick answers

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

**How much does Fuerst Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated May 15, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $500 to $25,000 (planning services); Hourly rate: $250 to $500 an hour (planning services for an adviser). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fuerst Financial Group, Inc. located?**
Fuerst Financial Group, Inc.'s principal office is in Chattanooga, TN, according to its Form ADV.

**Is Fuerst Financial Group, Inc. registered with the SEC or a state?**
Fuerst Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149172.

**How much does Fuerst Financial Group, Inc. manage?**
Fuerst Financial Group, Inc. reports $100,887,398 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (99% discretionary).

**What types of clients does Fuerst Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (244); other (49); high net worth individuals (26).

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

**Does Fuerst Financial 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/149172

**Does Fuerst Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 15, 2026 says: "We have a minimum initial household value for opening accounts of $750,000. In certain cases, we may waive or negotiate the minimum."

**What changed in Fuerst Financial Group, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## 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 May 15, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our maximum investment advisory fee is 1.50%, or we may negotiate a lower advisory fee.

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> We have a minimum initial household value for opening accounts of $750,000. In certain cases, we may waive or negotiate the minimum.

- Flat fee: $500 to $25,000 (planning services)

> Flat fees for planning services will typically range from $500.00 to $25,000.00.

- Hourly rate: $250 to $500 an hour (planning services for an adviser)

> Our hourly rates vary between $250.00 and $500.00 for an adviser and $125 and $175 for an assistant.

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

### Custodians (Schedule D, Section 5.K(3))
- SEI

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: $100,887,398
- Discretionary: $100,061,974
- Non-discretionary: $825,424

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 244 | $47,051,693 |
| High net worth individuals | 26 | $47,039,465 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $5,970,816 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 49 | $825,424 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fuerstfinancialgroup.com
- growkeepleave.com
- Facebook @fuerstfinancialgroup
- LinkedIn @fuerstfinancialgroup

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fuerst Financial Group, Inc. (CRD 149172): Form ADV filing data as of October 2026.