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The Financial Strategies Group, Inc (Independence)


The Financial Strategies Group, Inc is an adviser based in Independence. It manages $1.5 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.

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The Financial Strategies Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Financial Strategies Group: assets under management

The assets under management (AUM) of The Financial Strategies Group, Inc is $1.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Financial Strategies Group, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Independence

The principal office where The Financial Strategies Group, Inc performs its advisory services is located at 5005 Rockside Road, Independence, OH 44131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-573-3788 or by fax 216-573-3786. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.fsgadvisor.com.


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