Asset Advisory Group, Inc.

The firm serves individual and institutional clients — including pension plans, trusts, estates, charitable organizations, corporations and other business entities — offering comprehensive financial planning and ongoing asset management. Services include full financial plans with update options, limited hourly consultations, and portfolio management provided on both discretionary and nondiscretionary bases.

Investment recommendations are delivered on an individualized, generally long-term basis using fundamental and technical analysis supplemented by third‑party research, and commonly employ mutual funds and ETFs with techniques such as dollar‑cost averaging. Custody and trade execution are typically handled through Charles Schwab Institutional, and clients receive regular reporting and periodic reviews with meeting frequency determined by client needs.

The firm’s scale is atypical for a supported practice: it reports roughly $480 million in assets under management across two advisors, producing an unusually high AUM-per-advisor ratio for its peer group. It also conducts no-fee educational seminars for clients and prospects, operates on a fee-only compensation model, and documents standing letters of authorization and limited custody practices, features that are less common among similar firms.