Bellevue, WA 11400 SE 8th St Office

Team
Updated today
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Advisory Solutions Group

Multi-team

Firm-wide stats for Advisory Solutions Group

Total advisors

38

Across 26 offices

Clients per advisor

21 Very Low

Avg AUM per client

$506,035 Typical

HNW client ratio

13% Low

About

Advisory Solutions Group, LLC (doing business as FocusPoint Solutions) serves retail clients through a network of Investment Advisor Representatives and also provides turnkey business and back‑office services to other registered investment advisory (RIA) firms. Its retail services include financial planning, consulting, and portfolio management, while its FocusPoint Solutions offering supports RIA firms with asset allocation, model implementation, and account administration.

The firm constructs broadly diversified portfolios using a mix of quantitative, momentum, and fundamental analysis and implements both discretionary and non‑discretionary strategies with periodic rebalancing and at least annual client reviews. It also delivers model portfolios and detailed research and reporting to RIA firms, and facilitates management of held‑away retirement assets using the Pontera platform to provide trading and view access across external accounts.

Advisory Solutions Group is a wholly owned subsidiary of Wealth Enhancement Group and discloses multiple uncommon affiliations for a team firm, including an affiliated trust company (Wealth Enhancement Trust Services), an affiliated broker‑dealer (Wealth Enhancement Brokerage Services), and affiliated registered advisers (Wealth Enhancement Advisory Services and NorthCrest Asset Management). The firm further operates paid promoter/referral arrangements under the SEC marketing rule, maintains a support services agreement with Fidelity that provides platform support fees, and offers a fully outsourced virtual back‑office and turnkey service model for other RIAs—features that shape its hybrid adviser-plus-service‑provider business model.

Based on Advisory Solutions Group

Expertise

Options & derivatives strategies Passive / index investing Active portfolio management

Based on Advisory Solutions Group

Location

11400 SE 8th St, Suite 235

Bellevue WA 98004

Advisors at this office

3

Advisors at this office

user avatar

Hoon K

CFP®, ChFC®, Series 63

Bellevue, WA

Advisory Solutions Group

Hoon Kang is a CFP® and ChFC® with 15 years of industry experience. He is currently with Advisory Solutions Group and has prior experience with Elliott Bay Advisors LLC, CS Planning Corp., and Cultivant LLC. Outside of his advisory work, he is involved in tax and accounting consulting and insurance through Elliott Bay Advisors LLC and Elliott Bay Insurance LLC. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms through a combination of financial planning, consulting, portfolio management, and turnkey business services. The firm uses a diversified investment approach that incorporates quantitative, momentum, and fundamental analyses, and provides both discretionary and non-discretionary portfolio management.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Christian K

Series 65

Bellevue, WA

Advisory Solutions Group

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Wesley K

Series 65

Bellevue, WA

Advisory Solutions Group

Wesley Kang is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group and has prior experience at CS Planning Corp and Elliott Bay Insurance LLC. Kang is also involved as an LLC member in Cultivant LLC, a marketing business. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, consulting, portfolio management, and turnkey back-office services. The firm uses diversified portfolios based on quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies, along with model portfolios and detailed reporting to RIA firms.

Options & derivatives strategies Passive / index investing Active portfolio management
View complete list of advisors at this office
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