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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Advisory Solutions Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Advisory Solutions Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Advisory Solutions Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Advisory Solutions Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Advisory Solutions Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Advisory Solutions Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Advisory Solutions Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Advisory Solutions Group?","answer":"Advisory Solutions Group’s main office is at 505 N Highway 169, Suite 900, Plymouth, MN 55441. Its phone number is 763-417-1700. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}