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They include 748 individual clients, 741 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Armstrong Advisory Group offer?","answer":"Armstrong Advisory Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Armstrong Advisory Group charge?","answer":"Armstrong Advisory Group charges 0.50%–1.25% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"AAG DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 10 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Armstrong Advisory Group use?","answer":"Armstrong Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.14B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Armstrong Advisory Group have?","answer":"Armstrong Advisory Group has 10 investment adviser representatives registered with state securities authorities, out of 22 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 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 Armstrong Advisory Group invest in?","answer":"At the end of its last fiscal year, Armstrong Advisory Group’s separately managed accounts held 86% exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% cash and equivalents and 3% other. The 3% other category is described as: Investment Management Provided to Underlying Investments Within Variable Annuity Contracts.\nNon-Traded Reits (No Investment Management Provided). Fixed Indexed Annuities (No Investment Management Provided).","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 Armstrong Advisory Group?","answer":"Armstrong Advisory Group’s direct owners are Michael Armstrong (50% to 75%), Susan Powers (10% to 25%), Brendan Hayes (10% to 25%) and Charles Zodda (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Armstrong Advisory Group get paid?","answer":"Armstrong Advisory Group is paid through a percentage of assets under management 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 Armstrong Advisory Group registered with the SEC?","answer":"Yes, Armstrong Advisory Group has been registered with the SEC as an investment adviser since 8 April 2022. Its CRD number is 318662 and its SEC file number is 801-123659.","source":"Form ADV Part 1A, Item 1, filed 10 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Armstrong Advisory Group?","answer":"Armstrong Advisory Group’s main office is at 144 Gould Street, Suite 210, Needham, MA 02494. Its phone number is 781-433-0001. 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