Financial Security Advisory Inc

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Total assets under management

$1,743,248,795

Total clients

2,810

16% high-net worth

Total advisors

of 43 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$620,373

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $249,999: 1.50% $250,000 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.75% $10,000,000 - $20,000,000: 0.65% Above $20,000,000+: Negotiated

Project-based

$150 per hour

Other

Account minimum: $100,000 Fee-only: $150 per hour; anticipated fee between $1,500 and $2,500 for financial planning services

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Financial Security Advisory Inc

477 Viking Drive, Suite 305

Virginia Beach VA 23452, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 757-431-1414

Advisors at this firm

Kristy D

Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Frederick C

Series 63, Series 65

Groton, CT

Financial Security Advisory Inc

Charles M

Series 66

Va Beach, VA

Financial Security Advisory Inc

Charles J

CFP®, ChFC®, Series 63, Series 65

Newport News, VA

Financial Security Advisory Inc

Glenn S

Series 63, Series 65

Darien, IL

Financial Security Advisory Inc

April W

CFP®, Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Denise S

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Alison R

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Kelly T

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Gayle B

CFP®, ChFC®, Series 63, Series 65, Series 66

Va Beach, VA

Financial Security Advisory Inc

Eugene C

CFP®, Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

John O

CFP®, Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Enrique T

CFP®, Series 66

Virginia Beach, VA

Financial Security Advisory Inc

Alana R

Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Susan S

Series 65

Virginia Beach, VA

Financial Security Advisory Inc

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