F
Family Financial Solutions Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$362,312,357
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
16
100% high-net worth
Advisors
1
of 1 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
Very LowAverage account size
$22,644,522
About
Family Financial Solutions Group, LLC provides fee-based investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers custom portfolio management and investment recommendations across a range of securities and may advise reallocations, specific stock selections, or cash positions as hedges to pursue client objectives.
The adviser employs a tactical allocation strategy and may use fundamental, technical, or cyclical analysis when formulating advice, measuring mutual funds by manager tenure and career performance. Family Financial manages client accounts on a non-discretionary basis, reviews accounts annually or when triggered by changes, and leaves final trading decisions and proxy voting authority with clients.
The firm operates as a single registered advisor managing roughly $500 million in non-discretionary client assets as of December 31, 2025, which results in an unusually high AUM per advisor for a team-category firm. The managing member also owns McCannon Tyler & Associates, LLC, a tax and accounting firm; clients who use those accounting services pay separate fees, a relationship the brochure discloses as a potential conflict of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Real estate investing
Fee options
$0+: 2.0% per annum +: 0.5% per annum
Account minimum: $50,000
Main office location
Family Financial Solutions Group, LLC
270 East College Drive, Suite 100
Durango CO 81301, United States
Number of offices
1
Most active in
Family Financial Solutions Group, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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.
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