Advisor Services, Inc.

Advisor Services, Inc. provides continuous investment advisory services and financial planning to individuals, retirement accounts, trusts, estates, profit-sharing plans, and corporations, managing client accounts on both discretionary and non-discretionary bases. The firm charges advisory fees based on assets under management and also offers retirement plan services and implementation through marketable securities, mutual funds, and ETFs.

The firm develops personalized investment policy statements and follows a structured, five‑step asset management process informed by modern portfolio theory, including asset allocation modeling, manager selection, and periodic rebalancing and quarterly performance reviews. Implementation and custody are arranged through institutional custodians, with the firm responsible for selecting and monitoring money managers and providing portfolio oversight and reporting to clients.

Compared with many independent advisers, the firm also accepts brokerage commissions and its principal is licensed to sell life and health insurance and receives commissions on those sales—arrangements that can present potential conflicts of interest and are relatively uncommon for firms of this type. The principal additionally provides tax preparation and related services as part of the practice, and the firm’s multi-decade operating history and mix of advisory, insurance, and tax services may be a notable consideration for prospective clients assessing service scope and conflicts.