Financial Enhancement Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and retirement plan services. Financial planning was provided to 251–500 clients last fiscal year.
Financial Enhancement Group reports 1,281 clients. They include 996 individual clients, 261 high-net-worth individuals, and 21 corporations and other businesses. Of its assets, 100.0% ($987M across 3,599 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 32% |
| High-net-worth individuals | 20% | 65% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 996 | $316M | 32.0% | $317K |
| High-net-worth individuals | 261 | $644M | 65.2% | $2.47M |
| Charitable organizations | 3 | $2.43M | 0.2% | $810K |
| Corporations and other businesses | 21 | $24.8M | 2.5% | $1.18M |
| Total | 1,281 | $987M | 100% | $770K |
- Clients
- 996
- Regulatory AUM
- $316M
- AUM share
- 32.0%
- Avg. per client
- $317K
- Clients
- 261
- Regulatory AUM
- $644M
- AUM share
- 65.2%
- Avg. per client
- $2.47M
- Clients
- 3
- Regulatory AUM
- $2.43M
- AUM share
- 0.2%
- Avg. per client
- $810K
- Clients
- 21
- Regulatory AUM
- $24.8M
- AUM share
- 2.5%
- Avg. per client
- $1.18M
Total
- Clients
- 1,281
- Regulatory AUM
- $987M
- AUM share
- 100%
- Avg. per client
- $770K
- 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
- 251–500
Financial Enhancement Group charges 0.75%–1.50% a year for its Managed Account Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- One-time customized financial plans are generally charged hourly at $500.00 per hour, with the fee agreed in advance.
Joe'S Money Show LLC owns 25% to 50% of Financial Enhancement Group and is in turn owned by Joseph Clark (25–50%). The leadership team of Financial Enhancement Group includes Chief Investment Officer Adam Harter and Chief Compliance Officer Donald Hodson. It has 25 employees, 22 of them in advisory roles.
Leadership
Donald HodsonChief Compliance Officer, Owner
Jamie BurtonFinancial Advisor
Joseph ClarkManaging Member- Dusty EmmonsAccount Specialist
Seth GrimmeFinancial Advisor
Daren HardestyFinancial Advisor
Adam HarterChief Investment Strategist, Owner
Paul KarshnerFinancial Advisor- Stacy J McNealProcessor
- Vicky J MelladyFirm Administrator
Aaron RheaumeDirector of Financial Planning- Taylor JenkinsonLead Paraplanner
Samuel NeffFinancial Advisor
Grant SolivenFinancial Advisor
Investment adviser representatives
27 representatives listed in the SEC register as of 9 October 2026.
Staff
- 25 employees
- 22 in advisory functions
- 25 state-registered reps
- 4 insurance agents
- 4 soliciting firms
- Owns 25% to 50% of Financial Enhancement Group LLC
Joe'S Money Show LLC
since March 2002
- Owns 25% to 50% of Joe'S Money Show LLC
Joseph Clark
Control person · since March 2002
- Owns 10% to 25% of Financial Enhancement Group LLC
Adam Harter
Control person · since December 2012
- Owns 10% to 25% of Financial Enhancement Group LLC
Donald Hodson
Control person · since December 2012
- Owns 10% to 25% of Financial Enhancement Group LLC
Taylor Jenkinson
Control person · since January 2019
- Owns 5% to 10% of Financial Enhancement Group LLC
Aaron Rheaume
since January 2020
- Owns 5% to 10% of Financial Enhancement Group LLC
Samuel Neff
since January 2025
- Owns 5% to 10% of Financial Enhancement Group LLC
Grant Soliven
since January 2025
Financial Enhancement Group’s regulatory assets grew 1.7× from $589M (July 2021) to $987M (September 2026); clients rose from 1,057 to 1,281 and employees from 19 to 25.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $987M | 1,281 | 25 | 6 |
| February 2025 | $832M | 1,221 | 26 | 6 |
| February 2024 | $728M | 1,141 | 23 | 5 |
| April 2023 | $636M | 1,153 | 20 | 5 |
| July 2022 | $703M | 1,102 | 19 | 6 |
| July 2021 | $589M | 1,057 | 19 | 6 |
Besides its headquarters, Financial Enhancement Group has 5 offices, with 6 listed addresses in Georgia and Indiana.
Indiana · 5 listed addresses
- 2704 Enterprise Drive, AndersonHQ
- 9757 Westpoint Drive, Indianapolis
- 311 E. Drexel Parkway, Rensselaer
- 35 Whittington Drive, Brownsburg
- 415 Columbia St., Lafayette
Georgia · 1 listed address
- 2230 Towne Lake Parkway, Woodstock
Contact and registration details
- Legal name
- Financial Enhancement Group LLC
- Headquarters
- 2704 Enterprise Drive, Anderson, IN 46013
- Website
- yourlifeafterwork.com
- Phone
- 765-640-1524
- @731086
- SEC file
- 801-72907
- Structure
- Indiana LLC
- Fiscal year end
- December
Financial Enhancement Group uses Charles Schwab ($916M) as custodian for its separately managed accounts. Financial Enhancement Group has custody of $1.82M in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $916M100%
At year end, Financial Enhancement Group’s separately managed accounts were mostly in stocks (67%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $839M across 137 positions; the largest are SPDR Series Trust (6.5%), iShares TR (4.3%) and American Centy ETF TR (3.8%).
What the accounts hold
- Stocks67%
- Funds10%
- Pooled vehicles8%
- Registered funds2%
- Bonds18%
- Investment grade corporate bonds9%
- U.S. government and agency bonds8%
- High-yield corporate bonds1%
- Cash3%
- Other2%
- Derivatives2%
Reported 13F holdings
- $839M
- Reported 13F value
- 137
- Positions
- 35.0%
- In the 10 largest
- —
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500etf6.5%
- iShares TR · Core S&P Scp ETF4.3%
- American Centy ETF TR · Intl EQT ETF3.8%
- iShares TR · S&P 100 ETF3.6%
- Janus Detroit Str TR · Hend Secu IN ETF3.2%
- Blackrock ETF Trust · iShares US Equit3.1%
- Invesco Exch Trd Slf Idx FD · Rusl 1000 Dynm3.0%
- Invesco Qqq TR · Unit Ser 12.6%
- Victory Portfolios II · Shs FR CA FL ETF2.6%
- Invesco Exch Traded FD TR II · S&P 500 Momntm2.4%
Together, the ten largest are 35.0% of reported value.
How many clients does Financial Enhancement Group have?
Financial Enhancement Group has 1,281 clients and manages $987 million for them, as of September 2026. They include 996 individual clients, 261 high-net-worth individuals, and 21 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Financial Enhancement Group offer?
Financial Enhancement Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Financial Enhancement Group charge?
Financial Enhancement Group charges 0.75%–1.50% a year for its Managed Account Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Financial Enhancement Group use?
Financial Enhancement Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $916M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Financial Enhancement Group have?
Financial Enhancement Group has 25 investment adviser representatives registered with state securities authorities, out of 25 employees, and 22 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Financial Enhancement Group invest in?
At the end of its last fiscal year, Financial Enhancement Group’s separately managed accounts held 67% exchange-traded equities, 9% investment grade corporate bonds, 8% U.S. government and agency bonds, 8% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% derivatives, 2% registered funds (mutual funds, ETFs, BDCs) and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Enhancement Group?
Financial Enhancement Group is owned through a holding company by Joseph Clark. Its direct owners are Joe'S Money Show LLC, Adam Harter, Donald Hodson, Taylor Jenkinson, Aaron Rheaume, Samuel Neff and Grant Soliven, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Financial Enhancement Group get paid?
Financial Enhancement 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
How do I contact Financial Enhancement Group?
Financial Enhancement Group’s main office is at 2704 Enterprise Drive, Anderson, IN 46013. Its phone number is 765-640-1524. Its website is yourlifeafterwork.com.