Firm
Financial Strategies Group
Fargo, North Dakota
Fee-only
Financial Strategies Group at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 10 employees and 659 individual clients, 57 of them high net worth.
- Its average account is about $141,000 (assets it manages divided by its 1,346 accounts).
Facts
| Based in | Fargo, North Dakota |
|---|---|
| Website | finstrat.com |
| [email protected] | |
| Phone | (701) 234-0103 |
Financial Strategies Group fees
Financial Strategies Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $189 million |
| Individual clients | 602 |
| High-net-worth clients | 57 |
| Accounts managed | 1,346 |
| Employees | 10 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-67302) |
| Financial planning | Offered |
| Form ADV filed | May 5, 2026 |
| SEC record | CRD 122030 |