Margin Advisory Group LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Margin Advisory Group LLC offers discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts and estates. Services described in the brochure include ongoing asset management, an annual comprehensive planning program called the Margin Method, standalone financial planning and consulting, and retirement plan consulting for qualified plans.

The firm says it builds portfolios using a mix of fundamental and technical analysis, charting and modern portfolio theory, and conducts quarterly account reviews with ongoing client access and periodic meetings. For planning work it uses both fixed-fee and hourly engagements and provides client progress tracking and projections through a third‑party planning tool.

Distinctive aspects disclosed in the brochure include serving as a limited‑scope ERISA 3(21) advisor for retirement plans (pension consulting) and excluding certain illiquid or employer‑sponsored assets from plan services. The principals are also licensed insurance agents (and one is active in real estate), and the firm discloses that they may receive separate insurance or real estate compensation — a potential conflict the brochure says is managed through disclosure and fiduciary procedures; the filing also reports no assets under management and that the firm is not a private fund adviser.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning

Fee options

Fixed

Financial planning fees ranging from $500 to $7,500 depending on complexity; Comprehensive planning services flat annual fee of $1,500

Percentage

$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Project-based

$250 per hour

Main office location

Margin Advisory Group LLC

801 W 9 Th Street, Room 208

Mount Carmel IL 62863, United States

Number of offices

Most active in

Illinois · Indiana

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 812 205 4331

Advisors at this firm

Hunter F

Series 63, Series 65

Mount Carmel, IL

Margin Advisory Group LLC

Hunter Fuller is a financial advisor with OneAmerica Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining OneAmerica Securities and American United Life in 2022, he worked at Champion Laboratories and has experience in educational roles at Southern Illinois University and Mount Carmel High School. Outside of his advisory work, Fuller serves on the boards of the Mt. Carmel Aces Boosters and the Mt. Carmel Men's Club and owns a marketing business called Full Factor-Marketing. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice primarily through a network of dually registered representatives who work with third-party account managers and provide supervisory services.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning

Noah T

Series 63, Series 65

Mount Carmel, IL

Margin Advisory Group LLC

Noah Thompson is a financial advisor with OneAmerica Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at First National Bank of Carmi and Southern Illinois University. Outside of advisory services, he is involved in non-variable insurance sales focusing on fixed life and fixed annuities. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice through a nationwide network of dually registered Investment Advisor Representatives who oversee program selection and client monitoring.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning

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