Financial Solutions Advisory Group, Inc.
- Regulatory AUM
- $935M
- Discretionary
- $900M
- Clients
- 360
- Avg AUM / client
- $2.6M
- Accounts
- 360
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 350 | $900M | 96.3% |
| Corporations and other businesses | 10 | $35.0M | 3.74% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| George, Miles & Buhr, Llc 401(k) & Profit Sharing Plan George, Miles & Buhr Llc | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Christopher Soehn | Principal, Co Founder, Chief Compliance Officer | Jan 2003 (24y) | 25% – 50% | |
| Scot A Jurczyk | Principal, Co Founder | CFA | Jan 2003 (24y) | 25% – 50% |
| Scott James Munkvold | Principal, Co Founder | CFP | Jan 2003 (24y) | 25% – 50% |
| Douglas Wayne Bennington | Registered representative | CFA | Feb 2009 (17y) | |
| Marie Miles Beckman | Registered representative | CFP | Jan 2013 (14y) | |
| Chad Joseph Rawleigh | Registered representative | CFA | Aug 2016 (10y) | |
| David Alan Jutovsky | Registered representative | Personal Financial Specialist | Dec 2019 (7y) | |
| James Matthew Varner | Registered representative | CFP | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| George, Miles & Buhr, Llc 401(k) & Profit Sharing Plan | George, Miles & Buhr Llc | 115 | $19.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $900M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗