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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 22 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Asset Advisory Group use?","answer":"Asset Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $473M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Asset Advisory Group have?","answer":"Asset Advisory Group has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Asset Advisory Group invest in?","answer":"At the end of its last fiscal year, Asset Advisory Group’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 13% U.S. government and agency bonds, 8% cash and equivalents and 4% state and local 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 Asset Advisory Group?","answer":"Asset Advisory Group’s direct owners are Paul Zoch (25% to 50%) and Amanda McGrath (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Asset Advisory Group get paid?","answer":"Asset Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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