US Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
US Advisory Group provides investment advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and family office/wealth planning. The firm manages roughly $65.8 million across about 105 client relationships and typically operates under discretionary trading authority.
The firm implements advice primarily through model portfolios and investments in exchange-traded funds and mutual funds, and may engage sub-advisers or third‑party money managers whose model strategies it monitors. US Advisory Group generally does not perform in‑depth analysis of individual securities, does not accept client restrictions on specific holdings, and tailors allocations to clients’ risk tolerance, time horizon, and suitability factors.
Distinctive features disclosed in the brochure include a material change reporting adoption of artificial intelligence for operational functions (explicitly not used for investment selection), a disclosure event that is relatively uncommon among peers. The firm also routinely directs brokerage to particular custodians and its advisors are registered representatives and licensed insurance agents, arrangements the brochure notes can result in additional commission‑based compensation and related conflicts of interest.
Client services
Expertise
Fee options
Financial planning and consulting services fixed fee ranges from $2,000 to $10,000.
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Registered representatives receive commissions on securities transactions and insurance product sales, separate from advisory fees.
Account minimum: $500,000
Main office
152 Conant St., Suite 201
Beverly MA 01915
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Us Advisory Group · Us Advisory Group Inc · Us Advisory Group LLC · Us Advisory Group, LLC · Wealth Advisory Group · Wealth Management Partners Inc. D/B/A Us Advisory Group · Wealth Management Partners, Inc. D/B/A Us Advisory Group
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.
Forms ADV
Quick links
Advisors at this firm
Christopher M
Series 63, Series 65
Beverly, MA
US Advisory Group
Christopher McDonald is a financial advisor with US Advisory Group who holds Series 63 and Series 65 licenses and has eight years of industry experience. He previously worked at Private Client Services LLC for six years and LPL Financial, LLC for four years. US Advisory Group provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and family office/wealth planning. The firm typically uses model portfolios and invests in exchange-traded funds and mutual funds, tailoring allocations based on clients’ risk tolerance and time horizon.
Frederick M
Series 63, Series 65
Beverly, MA
US Advisory Group
Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.
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