# Premier Financial Advisory Services, LLC

> Premier Financial Advisory Services, LLC is a state-registered investment advisory firm in Suwanee, GA, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 125197
- Filed as: PREMIER FINANCIAL ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125197
- AdvisorCensus page: https://advisorcensus.com/firm/premier-financial-advisory-services-llc-suwanee-ga-125197

## Quick answers

**How is Premier Financial Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Premier Financial Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Premier Financial Advisory Services, LLC located?**
Premier Financial Advisory Services, LLC's principal office is in Suwanee, GA, according to its Form ADV.

**Is Premier Financial Advisory Services, LLC registered with the SEC or a state?**
Premier Financial Advisory Services, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 125197.

**How much does Premier Financial Advisory Services, LLC manage?**
Premier Financial Advisory Services, LLC reports $37,337,920 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**What types of clients does Premier Financial Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (15).

**Does Premier Financial Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125197

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $37,337,920
- Discretionary: $34,880,562
- Non-discretionary: $2,457,358

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $21,497,226 |
| High net worth individuals | 15 | $15,840,694 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- premieradvisoryservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Financial Advisory Services, LLC (CRD 125197): Form ADV filing data as of October 2026.
