RIA Intel›Advisers›Wisconsin›FINANCIAL ADVISORY GROUP, INC.

FINANCIAL ADVISORY GROUP, INC.

Advisory

APPLETON, WI

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account
$120K
across 35 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

ROAD MAPS FINANCIAL GROUP, LLC
$4M
PINECREST ADVISORS, LLC
$4M
GREAT LAKES FINANCIAL STRATEGIES, LLC
$4M
RJ HILL'S FINANCIAL SERVICES, LLC
EAU CLAIRE, WI
$4M
PIVOTPOINT ADVISORS, LLC
MONTICELLO, WI
$4M
0.0% 1Y
BORGER CAPITAL MANAGEMENT LLC
WAUSAU, WI
$4M

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