Fee-only adviser · Beverly, MA
US Advisory Group
US Advisory Group is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Beverly, Massachusetts. On its latest Form ADV, filed March 3, 2026, it reports $66M in regulatory assets under management, 105 individual clients and 2 employees who give 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: Massachusetts |
|---|---|
| Firm CRD number | 109291 · SEC file 801-56179 |
| Office | 152 Conant ST. Suite 201 Beverly, MA 01915 |
| Phone | (781) 246-0222 |
| Website | www.usadvisory.com |
| Regulatory assets under management | $66M |
| Individual clients | 78 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 3, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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.
Other fee-only advisers in Beverly
- Cabot Wealth Management $1.2B
- Bluedoor Private Wealth, LLC $337M
- Family Fiduciary Services, Inc. $254M
- Park State Asset Management LLC $192M
- Ipswich Investment Management Company, Inc $730M
- Eddy Company, LLC $11M
See all 8 fee-only advisers in Beverly →
Nearby
- Prides Crossing 1 firm
- Salem 4 firms
- Danvers 3 firms
- Marblehead 3 firms
- Manchester 2 firms
- Peabody 2 firms
- Topsfield 2 firms
- Essex 1 firm
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