F
Family Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$98,063,311
Clients
58
31% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
HighAverage account size
$1,690,747
About
The firm provides portfolio management and financial planning to individual clients, including high‑net‑worth individuals. Its advice generally covers mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities and Treasury inflation‑protected securities, and it operates on an asset‑based fee model with no stated account minimum.
The adviser documents client objectives with Investment Policy Statements, employs a range of analytical techniques (charting, fundamental, technical, quantitative and modern portfolio theory) and follows a long‑term trading approach with at least quarterly reviews. Client accounts are managed on a non‑discretionary basis unless a client grants written trading authority, so the firm seeks client approval before executing trades.
Noteworthy distinctions include that the firm’s principal also provides tax‑preparation and basic estate‑planning services and is a licensed insurance agent, activities the brochure discloses as conducted outside the advisory business and as potential sources of conflict. The brochure also discloses a prior regulatory enforcement event (a 2009 cease‑and‑desist order for failure to register) that the firm reports as resolved, and ownership of the firm is shared between the principal and a trust.
Client services
Financial planning
Portfolio management
Expertise
Annuities
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
0.00% - 1.50%
$50 - $250 per hour
Main office location
Family Financial Services, LLC
Cleveland OH, United States
Number of offices
1
Most active in
Family Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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