Fsg Financial Services, INC.

Public-record details

Address

10001 W. Bell Road, Suite 148, Sun City, AZ 85351

Phone

(623) 561-2323

Listed under

Financial planning, % of assets managed

CRD number

291629

Registration

State registered: AZ, CA, NV

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops

Regulatory assets under management

$52.3 million

Accounts managed

163

Clients reported (Form ADV 5.D)

163

Individual / high-net-worth clients

150 / 13

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-19

State registered (AZ, CA, NV) investment adviser, CRD 291629, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 291629 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.