Fuerst Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$92,966,511
This total excludes 55 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
259
10% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
259
Very HighAverage account size
$358,944
About
Fuerst Financial Group, Inc. provides investment advisory and financial planning services to individuals, high‑net‑worth clients, employee‑sponsored retirement plans, trusts, estates, foundations, and charitable organizations. The firm’s brochure lists discretionary and non‑discretionary portfolio management, comprehensive financial planning, estate and legacy planning, retirement plan consulting, donor‑advised fund management, and more limited consulting services.
The firm’s process begins with client interviews to establish objectives, time horizons, risk tolerance, and liquidity needs and results in tailored asset‑allocation targets across cash, bonds, equities, ETFs, and mutual funds with periodic rebalancing. It uses third‑party platforms and models — including the SEI Asset Management Program and Sherman Policy Portfolios — and coordinates planning work with clients’ other advisors on tax, estate, and insurance matters.
Relative to peers, the firm’s structure is notable for an unusually high client load for a single‑advisor practice (about 259 clients and roughly $100 million in assets), which is uncommon among independent firms. The brochure also emphasizes relationships with charitable organizations, donor‑advised fund services, and the delivery of educational seminars and estate‑planning workshops and retirement‑plan participant education, features that are less common among similar advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Estate and legacy planning
Expertise
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fees for financial planning services negotiated per client, typically $500 to $25,000
Up to 1.50% annually, negotiable and may be lower based on account size, complexity, or other factors
Insurance products sold by licensed insurance agents receive commissions separate from advisory fees
Hourly consulting/advisory rate ranges from $125 to $500 per hour depending on advisor or assistant
Account minimum: $750,000 Fee-only: Financial planning flat fees typically range from $500 to $25,000; hourly planning fees range from $125 to $500 per hour depending on advisor or assistant
Main office location
Fuerst Financial Group, Inc.
6005 Century Oaks Drive, Suite 700
Chattanooga TN 37416, United States
Number of offices
1
Most active in
Fuerst Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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