Independent Financial Solutions Group

Independent Financial Solutions Group is a fee-only investment adviser registered with the securities regulator of North Carolina, with its main office in Morehead City, North Carolina. On its latest Form ADV, filed March 7, 2026, it reports $2.5M in regulatory assets under management, 150 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: North Carolina
Firm CRD number	150271
Office	712 Arendell Street Ste 100 Morehead City, NC 28557
Phone	(252) 515-0242
Website	www.indfinsolgrp.com
Regulatory assets under management	$2.5M
Individual clients	150 non-high-net-worth, 0 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	March 7, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.