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The fee is billed in advance and is negotiable.","source":"ADV PART 2 BROCHURE 2026, filed 12 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Enhancement Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Enhancement Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Enhancement Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Financial Enhancement Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Enhancement Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Financial Enhancement Group?","answer":"Financial Enhancement Group’s main office is at 2704 Enterprise Drive, Anderson, IN 46013. Its phone number is 765-640-1524. 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