Alternative Strategies Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“FINANCIAL PLANNING and CONSULTING Advisor charges a negotiable fixed fee for financial planning with a maximum fee of $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Alternative Strategies Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the average daily balance.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “The fees will be billed quarterly in arrears.”

How Alternative Strategies Group, Inc.’s fees compare

• Its flat or project fee of $1,000 is below the South Dakota median of $5,250. 7% of the 14 other South Dakota planners that publish a flat or project fee charge less.
• None of the 7 other planners in Sioux Falls that publish a flat or project fee charge less.

About Alternative Strategies Group, Inc.

• Principal: Jason C. Erickson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

687

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$74,235,993

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169949

Website

investasg.biz (opens in new tab)

Phone

(605) 275-1011

Can advise clients in 4 states: Iowa, Minnesota, Nebraska, South Dakota

Other planners in Sioux Falls that publish fees

• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Hyline WealthSioux Falls$150⁠-⁠$250/hr, $1,000
• Impact Wealth ManagementSioux Falls$375/hr, $4,000
• Intelligent InvestmentsSioux Falls$200/hr
• Resolve Capital Management LLCSioux Falls$500⁠-⁠$5,000, $3,000/yr
• Sage Capital Advisors, LLCSioux Falls$250/hr

Compare all 16 planners in Sioux Falls