Fuerst Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Fuerst Financial Group reports 325 clients. They include 244 individual clients, 49 other clients and 26 high-net-worth individuals. Of its assets, 99.2% ($100M across 493 accounts) are managed with discretion; $825K across 49 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 47% |
| High-net-worth individuals | 8% | 47% |
| Charitable organizations | 2% | 6% |
| Other | 15% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 244 | $47.1M | 46.6% | $193K |
| High-net-worth individuals | 26 | $47M | 46.6% | $1.81M |
| Charitable organizations | 6 | $5.97M | 5.9% | $995K |
| Other | 49 | $825K | 0.8% | $16.8K |
| Total | 325 | $101M | 100% | $310K |
- Clients
- 244
- Regulatory AUM
- $47.1M
- AUM share
- 46.6%
- Avg. per client
- $193K
- Clients
- 26
- Regulatory AUM
- $47M
- AUM share
- 46.6%
- Avg. per client
- $1.81M
- Clients
- 6
- Regulatory AUM
- $5.97M
- AUM share
- 5.9%
- Avg. per client
- $995K
- Clients
- 49
- Regulatory AUM
- $825K
- AUM share
- 0.8%
- Avg. per client
- $16.8K
Total
- Clients
- 325
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $310K
- 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
- 1–10
Fuerst Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged a negotiated flat fee, typically $500 to $25,000, or hourly at $250 to $500 for an adviser and $125 to $175 for an assistant.
- Retirement Plan Consulting
- Retirement plan consulting is charged as a percentage of assets under advisement, an hourly fee, or a flat fee, with a maximum fee of 1.50%.
Kevin Fuerst owns 50% to 75% of Fuerst Financial Group. The leadership team of Fuerst Financial Group includes President Kevin Fuerst. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Fuerst Financial Group, Inc.
Kevin Fuerst
Control person · since March 1997
- Owns 50% to 75% of Fuerst Financial Group, Inc.
Susan Fuerst
Control person · since March 1997
Besides its headquarters, Fuerst Financial Group has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 6005 Century Oaks Drive, Suite 700, ChattanoogaHQ
Contact and registration details
- Legal name
- Fuerst Financial Group, Inc.
- Headquarters
- 6005 Century Oaks Drive, Suite 700, Chattanooga, TN 37416
- Website
- Not reported
- Phone
- 423-899-8555
- SEC file
- 801-136510
- Structure
- Tennessee corporation
- Fiscal year end
- December
Fuerst Financial Group’s named custodian for separately managed accounts is SEI ($100M). Fuerst Financial Group does not have custody of client assets.
- SEISEI · Oaks, CA · $100M100%
At year end, Fuerst Financial Group’s separately managed accounts were mostly in stocks (63%) and bonds (31%).
What the accounts hold
- Stocks63%
- Exchange-traded equities62%
- Non-exchange-traded equities1%
- Bonds31%
- State and local bonds25%
- Investment grade corporate bonds6%
- Cash5%
- Other1%
- Derivatives1%
How many clients does Fuerst Financial Group have?
Fuerst Financial Group has 325 clients and manages $101 million for them, as of June 2026. They include 244 individual clients, 49 other clients and 26 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 June 2026
What services does Fuerst Financial Group offer?
Fuerst Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fuerst Financial Group use?
Fuerst Financial Group’s separately managed account assets are held at SEI (Oaks, CA), with $100M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026
How many financial advisors does Fuerst Financial Group have?
Fuerst Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 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
What does Fuerst Financial Group invest in?
At the end of its last fiscal year, Fuerst Financial Group’s separately managed accounts held 62% exchange-traded equities, 25% state and local bonds, 6% investment grade corporate bonds, 5% cash and equivalents, 1% non-exchange-traded equities and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fuerst Financial Group?
Fuerst Financial Group’s direct owners are Kevin Fuerst (50% to 75%) and Susan Fuerst (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 June 2026
How does Fuerst Financial Group get paid?
Fuerst Financial 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 Fuerst Financial Group?
Fuerst Financial Group’s main office is at 6005 Century Oaks Drive, Suite 700, Chattanooga, TN 37416. Its phone number is 423-899-8555.
