Advisor at Financial Strategies Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Strategies Group
Location
Fargo, ND 58102
Credentials
Series 66
Industry experience
4 years
Austin Avery is a financial advisor with Financial Strategies Group in Fargo, ND, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Purshe Kaplan Sterling Investments, Aurora Securities, and Secure Asset Management LLC. Avery is also involved in several business ventures, including ownership roles at Classic Asset Management LLC and Avery Wealth Management. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management along with modular financial planning. The firm employs firm-developed model portfolios based on Modern Portfolio Theory and primarily invests in mutual funds and ETFs.
Based on Financial Strategies Group
Based on Financial Strategies Group
Flat fees range from $1,000 to $100,000 per year for portfolio management; Fixed fees for financial planning from $250 to $5,000 or more
0.50% to 2.00% annually (negotiable, varies by account size and complexity)
Commissions earned by registered representatives for securities and insurance products sold, separate from advisory fees
Hourly fees range from $40 to $250 for specific financial planning services
Fee-only: Flat fees between $1,000 and $100,000 per year for portfolio management; Fixed fees $250 to $5,000 for broad financial planning; Hourly fees $40 to $250 for modular financial planning
1220 28 Th Avenue North
Fargo, ND 58102
North Dakota · Texas
Purshe Kaplan Sterling Investments
2026 - Present (1 year)
Aurora Securities
2024 - 2025 (1 year)
Secure Asset Management LLC
2024 - 2025 (1 year)
Avery Consulting LLC
2022 - Present (4 years)
Classic Asset Management LLC
2022 - Present (4 years)
Avery Wealth Management
2022 - Present (4 years)
Young Financial Services
2022 - 2024 (2 years)
Classic, LLC
2021 - 2024 (3 years)
Northwestern Mutual Investment Services LLC
2021 - 2021 (1 year)
Northwestern Mutual Life Insurance Company
2020 - 2021 (1 year)
Kay Jay AG Services
2018 - 2021 (3 years)
ACE Tutoring
2018 - 2021 (3 years)
Student
2017 - 2022 (5 years)
Performance Construction Engineering
2015 - 2021 (6 years)
Student
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Dilworth, MN
CTS Consulting, LLC
Series 63, Series 66
West Fargo, ND
Strategic Financial Inc.
Series 66
Fargo, ND
Cultivate Financial
CFP®, Series 66
Fargo, ND
Fortify Financial Group, LLC
CFP®, Series 63, Series 66
Fargo, ND
Williams and Schiller Wealth Management, LLC
Series 65
West Fargo, ND
Retirement Resource Wealth Management, LLC
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