Franklyn, TN Office

ADK Wealth Advisory Group is an SEC‑registered investment adviser that provides fee‑based investment management and financial planning primarily to individual and high‑net‑worth clients; the firm also offers retirement‑plan advisory (including ERISA 3(21) and 3(38) services), hourly consulting, and tailored planning services. Investment programs and custody are delivered through LPL‑sponsored platforms and include both wrap and non‑wrap account structures.

Portfolios are constructed and supervised on an ongoing basis to match each client’s objectives and risk tolerance, with ADK using a combination of fundamental and technical analysis to implement long‑ and short‑term strategies across mutual funds, ETFs, equities, fixed income and REITs. The firm may manage accounts on a discretionary basis, employs rebalancing and periodic reviews, and uses features such as dynamic currency hedging for international exposures; it also operates specific LPL programs including its own wrap program and an Optimum Market Portfolio that uses Optimum Funds Class I shares.

What distinguishes ADK from many peers is that the firm serves as both program sponsor and portfolio manager for its wrap fee offerings—an arrangement that is uncommon for similar team firms—and that many of its representatives are licensed insurance agents who may offer commission‑based insurance products, a practice the brochure discloses as a potential conflict of interest. ADK also provides back‑office services to other advisers and a range of LPL model and manager platforms (PWP, MWP, Manager Select), making its mix of sponsor, fiduciary plan services and advisor support notable for a firm of its size.