Fuerst Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$94,091,158
Clients
270
Advisors
2
of 2 employees
About
Fuerst Financial Group provides investment management, financial planning, estate and legacy planning, and retirement plan consulting for individuals, high-net-worth clients, employee-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm also supports donor-advised fund accounts and provides advisory services to brokerage customers under written agreements.
FFG manages both discretionary and non-discretionary accounts, allocating assets among cash, bonds, equities, ETFs and mutual funds, and employs both fundamental and technical analysis with regular monitoring and rebalancing. The firm relies on third-party platforms and models — including the SEI Asset Management Program and Sherman Policy Portfolios — and coordinates planning work with clients’ other advisors (CPAs, attorneys, insurance brokers).
Notably, FFG operates with a high client load for a single-advisor practice (roughly 270 clients) and explicitly serves charitable organizations, including managing donor-advised fund assets when nominated by charitable platforms. The firm conducts educational seminars and workshops (estate-planning sessions and retirement plan participant education/enrollment meetings), and recently transitioned from state registration to SEC registration.
Client services
Expertise
Fee options
Financial planning flat fees typically range from $500 to $25,000 based on complexity and deliverables.
Insurance commissions are earned by associated persons licensed as insurance agents; fees or commissions are separate from advisory fees.
Financial planning hourly rates vary from $125 to $500 depending on advisor or assistant.
Account minimum: $750,000 Fee-only: Financial planning and consulting fees negotiated per client; flat fees typically range from $500 to $25,000; hourly rates $125-$500 depending on advisor or assistant.
Main office
6005 Century Oaks Drive, Suite 700
Chattanooga TN 37416
Advisors at this office
2
Most active in
Georgia · Tennessee · Texas
Also doing business as
Fuerst And Associates, Inc. · Fuerst Financial Group · Fuerst Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Kevin F
Series 63, Series 65
Chattanooga, TN
Fuerst Financial Group, Inc.
Kevin Fuerst is the owner and president of Fuerst Financial Group, Inc. in Chattanooga, TN, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual Securities, Inc., LPL Financial LLC, and National Planning Corporation. He serves on the business advisory board for Lee University and is a board member of a nonprofit that provides musical instruments to inner-city children. Fuerst Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach includes goal-oriented asset allocations using third-party platforms and models, ongoing monitoring, and comprehensive financial and estate planning coordinated with clients’ other advisors.
Steven F
Series 63, Series 66
Chattanooga, TN
Fuerst Financial Group, Inc.
Steven Fuerst is a financial advisor at Fuerst Financial Group, Inc. in Chattanooga, TN, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, Mutual Securities, LPL Financial, and National Planning Corporation. Fuerst Financial Group provides investment management, financial planning, estate and legacy planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, foundations, and charitable organizations. The firm manages both discretionary and non-discretionary accounts using a mix of fundamental and technical analysis and supports donor-advised fund accounts while coordinating planning with clients’ other advisors.
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