A. Description of the Firm The Investment Advisor Group (“IAG”) has been providing investment advisory services since 2021. IAG provides financial planning and investment management. The owner is Christopher L Price. B. Types of Advisory Services IAG and its advisors primarily provide financial planning and/or investment management of client portfolios. In providing advisory services, IAG solely relies on information provided by the client and the client’s other professional advisors. Financial Planning Financial Planning generally includes cash flow planning, tax planning, budgeting, risk tolerance review, education funding, retirement planning, investment analysis, and estate planning. Depending on a client’s needs and goals not all the above may be covered. This service may include consultation, verbal recommendations, or a written plan document. Subsequent to the initial financial plan, advisors may be hired to provide review or monitoring services of said plan. Clients are not required to retain IAG or its agents as their financial planner to be eligible for other services and vice-versa. Investment Management Investment Management may be provided to clients as a stand-alone service. Client portfolios are constructed with respect to the client’s established financial plan or their age, time horizon, risk tolerance and investable assets. IAG representatives may manage client portfolios by directly choosing the securities, types of securities, and allocations or by selecting third party advisors for part or all of a portfolio. IAG manages client portfolios through individual security selection of stocks, bonds, mutual funds, ETFs and by selecting other investment advisors to manage some or all of a client’s assets. IAG engages Investment Advisor Alliance LLC, a Registered Investment Advisor, to administer

client portfolios as designed or selected by IAG. IAG has full control over the investments chosen and the allocations in client accounts and monitors the portfolios. IAG, at times, will provide input, create, or assist with a portfolio design which will be reviewed and optionally used by IAG when deemed appropriate. IAG may select another advisor to replace IAG at its discretion when IAG determines it would be in the clients’ best interest. Limitations on Types of Investments IAG does not provide advice on alternative investments such as private placements, non-publicly traded securities, hedge funds, or similar types. Upon engaging IAG, the client will be informed of such limitations and may be provided with an opinion of the position. C. Tailored Services and Client Restrictions Advisory services provided to clients are matched to the client’s needs. We determine the best portfolio or course of action for each client based on their hopes, goals, dreams, age, time horizon, risk tolerance, and investable assets. Clients may request portfolios be handled in a more aggressive or more conservative manner than recommended if they acknowledge the risks of doing so. Clients may request in writing certain securities or types of securities be restricted; however, if the advisor feels it will be detrimental to the portfolio, prevent proper servicing of the account, deviate from our normal services, or be of excessive burden, IAG reserves the right to terminate the engagement. D. Wrap Fee Programs We do not manage portfolios for wrap fee programs. E. Assets Under Management As of December 31, 2022, The Investment Advisor Group manages $78,176,189 in discretionary assets under management and $154,107 in non-discretionary assets under management for a total of $78,330,296 in assets under management.