Overson Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,700,000
Clients
131
2% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
131
Very HighAverage account size
$165,649
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
Financial planning
Portfolio management
Expertise
General tax planning
Life insurance needs analysis
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 location
Overson Advisory Group
2500 South Power Road, Suite 111
Mesa AZ 85209, United States
Number of offices
1
Most active in
Overson Advisory Group has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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