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The fee is billed in arrears and is negotiable.","source":"2A BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Strategies Group use?","answer":"Financial Strategies Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $543M and National Financial Services LLC (Boston, MA), with $85.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Strategies Group have?","answer":"Financial Strategies Group has 7 investment adviser representatives registered with state securities authorities, out of 27 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 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 Strategies Group invest in?","answer":"At the end of its last fiscal year, Financial Strategies Group’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 7% pooled vehicles (private funds and similar), 2% cash and equivalents, 2% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. 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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."}