Advisor at Fuerst Financial Group, Inc.
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
Fuerst Financial Group, Inc.
Location
Chattanooga, TN 37416
Credentials
Series 63, Series 65
Industry experience
37 years
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.
Based on Fuerst Financial Group, Inc.
Based on Fuerst Financial Group, Inc.
Flat fees for financial planning services negotiated per client, typically $500 to $25,000
Up to 1.50% annually, negotiable and may be lower based on account size, complexity, or other factors
Insurance products sold by licensed insurance agents receive commissions separate from advisory fees
Hourly consulting/advisory rate ranges from $125 to $500 per hour depending on advisor or assistant
Account minimum: $750,000 Fee-only: Financial planning flat fees typically range from $500 to $25,000; hourly planning fees range from $125 to $500 per hour depending on advisor or assistant
6005 Century Oaks Drive, Suite 700
Chattanooga, TN 37416
Georgia · Tennessee · Texas
Mutual Securities, Inc.
2019 - 2024 (5 years)
LPL Financial
2017 - 2019 (2 years)
National Planning Corporation
2007 - 2017 (10 years)
Fuerst Financial Group, Inc.
1997 - Present (29 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.
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