# Norseman Advisory Group

Norseman Advisory Group is a Bank / Wealth / Trust based in Newport News, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport News, United States
- **Region:** North America
- **Address:** Newport News, VA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** norsemanagi.com
- **LinkedIn:** https://www.linkedin.com/company/norseman-advisory-group-inc-financial-advisor-virginia

## Regulatory record

- **CRD number:** 143691
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143691

## About

Norseman Advisory Group was founded in 2007 and operates out of a single office in Newport News, Virginia. The firm is a non-discretionary registered investment advisor, meaning it provides financial plans and investment recommendations but clients retain final authority over all transactions. The advisor's primary demographic is the mass-affluent retiree corridor of coastal Virginia, including retirees, pre-retirees, and women navigating wealth transitions later in life. The firm's service stack is concentrated on household balance-sheet engineering for the decumulation phase. Core capabilities include pre- and post-retirement planning, IRA and 401(k) rollover execution, Social Security maximization analysis, and tax-efficient distribution strategies. Asset management sits alongside these planning functions, not above them. The affiliated entity, Norseman Financial, Inc., offers insurance products — a structural arrangement that positions the group to embed fixed-indexed or variable annuity income floors within a retirement plan. The geographic footprint is local, centered on Newport News and nearby Williamsburg. Norseman Advisory Group does not publish headcount, AUM, or deployment figures. Its website lists no named principals, portfolio holdings, or institutional partnerships. The structural differentiator is the affiliated insurance entity. Most registered investment advisors either refer insurance business to third-party brokers or operate as fee-only fiduciaries with no product shelf. Norseman keeps the insurance capability inside its own organizational perimeter, which allows it to offer proprietary products alongside advisory services — a model that generates commission revenue streams most RIAs cannot access, but which also requires careful disclosure of the inherent conflict when the same firm advises on a plan and sells the product that funds it.

## Questions

### Is Norseman Advisory Group a fee-only fiduciary?

Norseman Advisory Group is a registered investment advisor, which subjects it to a fiduciary standard on advisory services. However, the firm is not a pure fee-only practice because it maintains an affiliated insurance entity — Norseman Financial, Inc. — that sells insurance products to the same client base. An advisor who recommends a strategy and then sells the annuity to execute it faces a structural conflict that fee-only RIAs avoid.

### Does Norseman Advisory Group manage direct client portfolios or use third-party platforms?

The firm operates on a non-discretionary basis. This means clients must approve every investment decision before it is executed. Norseman does not market a proprietary fund or a unified model portfolio; its stated services lean on planning, rollover execution, and insurance coordination rather than active portfolio management of pooled vehicles.

### What is the relationship between Norseman Advisory Group and Norseman Financial, Inc.?

Norseman Financial, Inc. is an affiliated company through which the group offers insurance products. The arrangement allows the advisory practice to embed annuities, life insurance, and long-term-care policies into a retirement income plan without referring the client to an external broker. The two entities are legally distinct but functionally linked, as disclosed on the firm's website.

## Related profiles

- [Norselab Group](https://altss.com/profile/norselab-group)
- [Norsu Financial Planning](https://altss.com/profile/norsu-financial-planning)

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Last updated: 2026-08-11T02:43:31.692Z

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