Advisory Solutions Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Advisory Solutions Group reports 807 clients. They include 701 individual clients and 106 high-net-worth individuals. Of its assets, 100.0% ($408M across 2,062 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 58% |
| High-net-worth individuals | 13% | 42% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 701 | $238M | 58.3% | $340K |
| High-net-worth individuals | 106 | $170M | 41.7% | $1.61M |
| Total | 807 | $408M | 100% | $506K |
- Clients
- 701
- Regulatory AUM
- $238M
- AUM share
- 58.3%
- Avg. per client
- $340K
- Clients
- 106
- Regulatory AUM
- $170M
- AUM share
- 41.7%
- Avg. per client
- $1.61M
Total
- Clients
- 807
- Regulatory AUM
- $408M
- AUM share
- 100%
- Avg. per client
- $506K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Advisory Solutions Group charges up to 2.50% a year for its Client Fees for portfolio management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fees for financial planning and consulting services range up to $25,000, depending on the nature and complexity of the services.
Wealth Enhancement Group, LLC owns 75% or more of Advisory Solutions Group and is in turn owned by Weg Subholdings, LLC (75% or more). The leadership team of Advisory Solutions Group includes President Jeffrey Dekko, Chief Financial Officer Kelly Windorski and Chief Compliance Officer Joseph Dieckhaus. It has 50 employees, 33 of them in advisory roles.
Leadership
Jeffrey DekkoChief Manager and President
Kelly WindorskiChief Financial Officer and Treasurer
Joseph DieckhausChief Compliance Officer
James CahnChair of Investment Committee and Chief Strategy Officer- Victoria DenaroAssistant Secretary
- William RiceSecretary
- Frederick ShidemanChief Platform Officer and Chief Information Security Officer
Investment adviser representatives
42 representatives listed in the SEC register as of 9 October 2026.
- Andrea Lynn Anastasio
- Kenneth Dale Bolton
- Robert William Burns
- Stephanie M Cain
- Amy Campbell
- Kevin Todd Canterbury
- Kurt Cretors
- Sharlee Lorene Cretors
- Joseph Alan Dieckhaus
- Ann Marie Doty-Mitchell
- Steven Gerald Eaton
- Ashley Nicole Eckles
- Damali N Errar
- Matthew John Fevola
- Michael S Gregory
- Michelle Hagelin
- Hailey Nacole Hall
- Eric A Hallin
- James Haynes
- Tami Heuring
- Mark Russell Johnson
- Christian Seung-Ri Kang
- Hoon Kang
- Wesley Chan-Young Kang
- Evan Thomas Kellenberger
- Kevin Krieg
- Ryan Matthew Laux
- Taylor Thomas Leary
- Ryan Long
- Kyle Whitney Marks
- Mark Patrick O'Neill
- Noemi Lopez Ortega
- Devin Matthew Paine
- Michael P Reksc
- Renee Robin Reksc
- Kathleen Thayer Rentz
- Tiffany Elaine Riedel
- Amy Rusch
- Zeta Lois Russell
- Nicholas Lance Seltun
- Spencer Shelman
- Kelly Stecklein
Staff
- 50 employees
- 33 in advisory functions
- 46 state-registered reps
- 15 broker-dealer reps
- 10 insurance agents
- Owns 75% or more of Advisory Solutions Group, LLC
Wealth Enhancement Group, LLC
Control person · since December 2025
- Owns 75% or more of Wealth Enhancement Group, LLC
Weg Subholdings, LLC
Control person · since August 2021
- Owns 75% or more of Weg Subholdings, LLC
Weg Sub Intermediate Holdings, LLC
Control person · since August 2021
- Owns 75% or more of Weg Sub Intermediate Holdings, LLC
Weg Consolidated, LLC
Control person · since August 2021
- Owns 50% to 75% of Weg Consolidated, LLC
Weg Holdings, LLC
Control person · since October 2021
- Owns 75% or more of Weg Holdings, LLC
Ta/Weg Holdings, LLC
Control person · since October 2019
- Owns 75% or more of Ta/Weg Holdings, LLC
Ta/Weg Intermediate Holdings, LLC
Control person · since October 2019
- Owns 75% or more of Ta/Weg Intermediate Holdings, LLC
Weg Parent, LLC
Control person · since October 2019
- Owns 25% to 50% of Weg Parent, LLC
Weg Blocker, LLC
Control person · since October 2019
- Owns 25% to 50% of Weg Blocker, LLC
Ta Xiii-B, L.P.
Control person · since February 2019
- Owns 25% to 50% of Weg Parent, LLC
Ta/Weg Aggregator, LLC
Control person · since October 2019
- Owns 75% or more of Ta/Weg Aggregator, LLC
Ta Xiii-A, L.P.
Control person · since October 2021
Ta Associates Xiii GP, L.P.
General partner · Control person · since February 2019
Tax Associates Cayman, LLC
General partner · Control person · since February 2019
- Owns 25% to 50% of Weg Consolidated, LLC
Onex Iso Holdco Corp
Control person · since October 2021
- Owns 75% or more of Onex Iso Holdco Corp
Onex Iso Limited Partnership
Control person · since August 2021
- Owns 75% or more of Onex Iso Limited Partnership
Onex Partners V LP
Control person · since August 2021
Onex Partners V GP LP
General partner · Control person · since March 2017
Onex Partners V GP Limited
General partner · Control person · since March 2017
- Owns 75% or more of Onex Partners V GP Limited
Onex Partners Canadian GP Inc.
Control person · since March 2017
- Owns 75% or more of Onex Partners Canadian GP Inc.
Onex Corporation
Control person · since November 2007
- Owns 25% to 50% of Onex Iso Limited Partnership
Onex Capital V International GP LP
Control person · since November 2021
- Owns 75% or more of Onex Capital V International GP LP
Onex Op V Holdings Sarl
Control person · since June 2021
- Owns 75% or more of Onex Op V Holdings Sarl
Onex Partners Holdings LLC
Control person · since June 2020
- Owns 75% or more of Onex Partners Holdings LLC
Onex American Holdings Subco LLC
Control person · since May 2014
- Owns 75% or more of Onex American Holdings Subco LLC
Onex Private Equity Holdings LLC
Control person · since July 2002
Besides its headquarters, Advisory Solutions Group has 14 offices, with 15 listed addresses across 9 states.
Colorado · 3 listed addresses
- 620 E Main St, Frisco
- 6400 S Fiddlers Green Cir, Greenwood Village
- 8117 Preston RD, Dallas
Arizona · 2 listed addresses
- 9375 E Shea BLVD, Scottsdale
- 7231 E Princess BLVD, Scottsdale
California · 2 listed addresses
- 1502 Spring St, Paso Robles
- 1001 B Ave, Coronado
Illinois · 2 listed addresses
- 302 Saunders RD, Riverwoods
- 100 Lexington DR, Buffalo Grove
Washington · 2 listed addresses
- 11400 Se 8th St, Bellevue
- 1212 N Washington St, Spokane
Minnesota · 1 listed address
- 505 N Highway 169, Suite 900, PlymouthHQ
New Jersey · 1 listed address
- 2150 Route 35, Sea Girt
New York · 1 listed address
- 1249 Upper Front St, Binghampton
Oregon · 1 listed address
- 3395 SW Garden View Ave, Portland
Other business names
Advisory Solutions Group has reported 16 other business names to the SEC.
- Cultivant Wealth
- Focuspoint Solutions
- Four Points Wealth Management
- Matt Fevola Wealth Management
- Meridian Wealth Alliance
- Milestone Private Wealth Management
- NSR Retirement & Financial Services
- Oak & Vine Wealth Management
- Redstone Capital
- Renee Reksc & Associates
- SC Financial
- Seltun Financial Group
Show all 16 names
- Thayer & Co Total Wealth Management
- True North Wealth Advisors
- Wealth & Income Solutions
- Wealth Evolution Group
Contact and registration details
- Legal name
- Advisory Solutions Group, LLC
- Headquarters
- 505 N Highway 169, Suite 900, Plymouth, MN 55441
- Website
- advisorysolutions.com
- Phone
- 763-417-1700
- SEC file
- 801-135130
- Structure
- Minnesota LLC
- Fiscal year end
- December
Advisory Solutions Group does not have custody of client assets.
At year end, Advisory Solutions Group’s separately managed accounts were mostly in funds (71%) and cash (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $295M across 206 positions; the largest are State Str SPDR S&P 500 ETF T (7.9%), Select Sector SPDR TR (4.7%) and Vanguard Index Fds (3.7%).
What the accounts hold
- Stocks11%
- Funds71%
- Bonds3%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- Cash15%
Reported 13F holdings
- $295M
- Reported 13F value
- 206
- Positions
- 33.6%
- In the 10 largest
- —
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit7.9%
- Select Sector SPDR TR · ST Str Techn ETF4.7%
- Vanguard Index Fds · Real Estate ETF3.7%
- iShares TR · Core S&P500 ETF3.1%
- Columbia Seligm Prem Tech GR2.9%
- Vanguard Scottsdale Fds · Inter Term Treas2.7%
- Invesco Qqq TR · Unit Ser 12.5%
- Blackrock ETF Trust · Dynamic Eqty Act2.2%
- Vanguard Index Fds · Total Stk Mkt2.0%
- Eli Lilly & CO1.8%
Together, the ten largest are 33.6% of reported value.
How many clients does Advisory Solutions Group have?
Advisory Solutions Group has 807 clients and manages $408 million for them, as of September 2026. They include 701 individual clients and 106 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Advisory Solutions Group offer?
Advisory Solutions Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Advisory Solutions Group charge?
Advisory Solutions Group charges up to 2.50% a year for its Client Fees for portfolio management. The fee is billed in advance or in arrears and is negotiable.
Source: ADVISORY SOLUTIONS GROUP LLC ADV 2A, filed 21 August 2026
How many financial advisors does Advisory Solutions Group have?
Advisory Solutions Group has 46 investment adviser representatives registered with state securities authorities, out of 50 employees, and 33 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Advisory Solutions Group invest in?
At the end of its last fiscal year, Advisory Solutions Group’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents, 11% exchange-traded equities, 2% high-yield corporate bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Advisory Solutions Group?
Advisory Solutions Group is owned through a chain of holding companies by Ta Xiii-B, L.P., Onex Corporation and Onex Private Equity Holdings LLC. Its direct owner is Wealth Enhancement Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Advisory Solutions Group get paid?
Advisory Solutions Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Advisory Solutions Group registered with the SEC?
Yes, Advisory Solutions Group has been registered with the SEC as an investment adviser since 8 January 2026. Its CRD number is 339919 and its SEC file number is 801-135130.
Source: Form ADV Part 1A, Item 1, filed 22 September 2026; IAPD firm record
How do I contact Advisory Solutions Group?
Advisory Solutions Group’s main office is at 505 N Highway 169, Suite 900, Plymouth, MN 55441. Its phone number is 763-417-1700. Its website is advisorysolutions.com.