Advisory Resource Group, LLC logo

Advisory Resource Group, LLC

Updated today

Client assets under management

$0

Clients

320

9% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

107

Very High

Average account size

$0

About

Advisory Resource Group, LLC provides financial planning and consulting to individuals, high‑net‑worth clients and businesses, delivering written plans and ad‑hoc consultations across areas such as investment planning, retirement planning and education savings. The firm focuses on planning and referrals and does not itself provide ongoing discretionary investment management.

Engagements are offered on an hourly or fixed‑fee basis and typically produce a written summary of the client’s financial situation and recommendations, with clients able to request periodic reviews. Implementation of investment or brokerage services is generally accomplished through the firm’s advisors in their separate capacities at LPL Financial, where ongoing portfolio management or brokerage execution is provided and advisors may receive advisory fees or commissions.

Distinctive features in the firm’s brochure include the advisors’ dual roles as registered representatives of a broker‑dealer and as licensed insurance professionals, so implementation often occurs through affiliated broker‑dealer or insurance channels that generate commissions. The firm also does not use percentage‑of‑AUM fees, does not accept custody or discretionary portfolio management for client accounts, and discloses the principal’s small unrelated business ownership.

Client services

Financial planning Educational seminars or workshops

Expertise

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees ranging from $250 to $5,000

Project-based

$250 to $500 per hour

Other

Fee-only: Hourly fee ranging from $250 to $500 per hour; Fixed fees ranging from $250 to $5,000 (fees may be negotiable)

Main office location

Advisory Resource Group, LLC

56 Dover Road, Unit 3

Durham NH 03824, United States

Number of offices

2

Most active in

Massachusetts · New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James D

CFP®, Series 63, Series 65

Durham, NH

Advisory Resource Group, LLC

James Dimos is a financial advisor with LPL Financial in Bedford, NH, holding CFP®, Series 63, and Series 65 credentials and 20 years of industry experience. His career includes roles at New Hampshire Federal Credit Union, Advisory Resource Group, LLC, and several insurance and financial services firms. He also sells fixed life, liability, long-term care, and health insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with insurance and lending products.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Richard S

Series 63, Series 66

Hanson, MA

Advisory Resource Group, LLC

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Troy Z

Series 63, Series 66

Durham, NH

Advisory Resource Group, LLC

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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