Fsi Advisory Group, Inc.

Fsi Advisory Group, Inc. (CRD# 115887) is a financial advisory firm headquartered in Houston, TX. They manage $37,036,920 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $262,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Fsi Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven C. Schoger
CRD#: 4544641
1770 St. James Place, Ste. 365, Houston, TX 77056
93
Wealthminder
score

Steven Schoger (CRD# 4544641) is an Investment Advisor Representative working at Fsi Advisory Group, Inc. in Houston, TX and has over 5 years of experience in the finance industry. Steven Schoger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Arv Vilutis
CRD#: 724092
1770 St. James Place, Ste. 365, Houston, TX 77056
86
Wealthminder
score

Arv Vilutis (CRD# 724092) is an Investment Advisor Representative working at Fsi Advisory Group, Inc. in Houston, TX and has over 35 years of experience in the finance industry.

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