Hanson, MA Office

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.