Wall Street Financial Group, Inc.

1 WALL ST, Carlinville, Illinois 62626

SEC CRD#289051
Last ADV filed: 01/20/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.75%of assets under management
Account Minimum$10Mto open an account

Detailed Fee Schedule

Assets Fee Per Month Up to $50,000 .1458% (1.75% per year) $50,000 to $99,999 .1250% (1.50% per year) $100,000 to $499,999 .1000% (1.20% per year) $500,000 to $999,999 .0833% (1.00% per year) $1,000,000 to $1,499,999 .0791% (0.95% per ye

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Wall Street Financial Group, Inc. — Fiduciary Advisor Profile | FiduciaryListings