Overson Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Overson Advisory Group provides investment supervisory services and financial planning primarily to individual and high‑net‑worth clients. The firm manages discretionary and non‑discretionary portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, and reports roughly $21.5 million in assets under management for its client base.
The firm constructs a client‑specific Investment Policy Statement to document goals, time horizon and risk tolerance, and typically seeks discretionary authority to implement and monitor portfolios. Its investment process combines charting, fundamental, technical and cyclical analysis and uses both long‑term and short‑term trading, with client accounts reviewed at least quarterly.
A distinctive aspect of the firm is that its principal is a licensed insurance agent and also operates a related tax advisory business; the advisor may recommend commissionable insurance products and provides tax planning and preparation services, with disclosures and procedures in place to address the resulting conflicts of interest. The firm also has no account minimum and may waive financial planning fees for clients who invest a threshold amount, which can affect how planning and asset management are combined compared with many peers.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $4,500.
$1 - $99,999: 2.00% $100,000 - $250,000: 1.50% $250,001 - $500,000: 1.30% $500,001 - $750,000: 1.10% $750,001 - $1,500,000: 1.00% Above $1,500,000+: 0.75%
Fee-only: Fixed fees for financial planning between $500 and $4,500, payable upon completion; waived for clients investing at least $100,000.
Main office
2500 South Power Road, Suite 111
Mesa AZ 85209
Advisors at this office
1
Most active in
Arizona
Also doing business as
Overson Advisory Group · Overson Advisory Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
Forms ADV
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