Advisory Resource Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advisory Resource Group provides financial planning and consulting to individuals, high net worth individuals, and businesses, delivering written plans or consultations that address investment, retirement, education, and other financial goals. The firm does not manage or custody client investment assets and instead focuses on planning engagements that may be offered on an hourly or fixed-fee basis.
ARG’s planning process centers on preparing tailored recommendations and referrals and includes periodic reviews at the client’s request; plans are typically completed within six months when information is provided promptly. For implementation and ongoing portfolio management, the firm’s principals operate in separate capacities with LPL Financial and generally require clients to establish accounts there for investment services.
What distinguishes ARG from many peers is that the firm itself does not provide portfolio management or charge percentage-of-assets fees, while its principals also act as registered representatives and investment adviser representatives of a broker-dealer/registered investment adviser and as licensed insurance professionals. The brochure discloses these affiliated activities and the receipt of commissions for insurance and brokerage transactions, and notes potential conflicts when recommending implementation through those separate capacities.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $250 to $5,000
Commissions received by investment advisor representatives through LPL Financial for commission-based brokerage transactions
Hourly financial planning fees ranging from $250 to $500 per hour
Fee-only: Financial planning fees ranging from $250 to $5,000 fixed fee or $250 to $500 per hour
Main office
101 Kent Place, Unit 101
Newmarket NH 03857, United States
Offices (2)
Most active in
Massachusetts · New Hampshire
Also doing business as
Advisory Resource Group LLC · Advisory Resource Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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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
Advisors at this firm
James D
CFP®, Series 63, Series 65
Newmarket, NH
Advisory Resource Group, LLC
James Dimos is a CFP® with 20 years of industry experience. He is currently with Advisory Resource Group, LLC and has prior experience at LPL Financial, Northeast Planning Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in selling fixed life, liability, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high net worth clients, and businesses. The firm focuses on delivering tailored written plans and consultations without managing or custodying client assets, typically completing plans within six months and coordinating implementation through affiliated broker-dealer and insurance services.
Richard S
Series 63, Series 66
Hanson, MA
Advisory Resource Group, LLC
Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.
Troy Z
Series 63, Series 66
Newmarket, NH
Advisory Resource Group, LLC
Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.
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