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CERTIFIED ADVISORY CORP

ALTAMONTE SPRINGS, FL · CRD 120990 · IAPD ↗ · financialgroup.com · 407-869-9800

$3.04BRegulatory AUM
20Advisory reps
39Employees
61Clients
101-250Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — CERTIFIED ADVISORY CORP changed its website from apgplanning.com to financialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — CERTIFIED ADVISORY CORP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — CERTIFIED ADVISORY CORP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.