F

FB Advisory Services, LLC

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Client assets under management

$8,625,000

Clients

51

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

26

Low

Average account size

$169,118

About

FB Advisory Services provides personalized investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities, managing roughly $8.6 million for about 50 clients. Services include discretionary and non‑discretionary portfolio management as well as modular or hourly financial planning, with fees billed on an asset‑under‑management basis.

The firm’s investment process emphasizes risk management through two disciplines: a trend‑following Growth Discipline that stays invested during uptrends and moves to safe‑haven positions when trends fade, and an actively managed Fixed Income Discipline that adjusts duration and credit quality to the economic cycle. Portfolios primarily use ETFs, bonds, structured notes, no‑load mutual funds and select individual equities, and the firm may occasionally employ long/short strategies and inverse ETFs.

The brochure discloses that the firm’s manager is a licensed insurance agent who sells insurance products for separate commissions, a relationship that may present a potential conflict of interest and is explicitly disclosed to clients. The firm also participates in TD AMERITRADE’s institutional program and receives custodial and practice‑management services (including Advent Axys and a Morningstar workstation), and it generally requires a $100,000 account minimum while allowing household aggregation or discretionary exceptions.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Fixed

Fixed fees for financial planning services generally range between $750 and $2,000

Percentage

$0 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000+: 0.75%

Project-based

Typically $250 per hour for consulting services

Other

Account minimum: $100,000 Fee-only: Fixed fees for financial planning services generally range from $750 to $2,000; hourly rate typically $250

Main office location

FB Advisory Services, LLC

Livingston TX, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

903-561-8980

Advisors at this firm

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user avatar

David A

Series 63, Series 65

Livingston, TX

FB Advisory Services, LLC

David Allen is a financial advisor at FB Advisory Services, LLC in Livingston, Texas, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2010. FB Advisory Services provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes risk management through a combination of trend-following growth strategies and actively managed fixed income disciplines, utilizing ETFs, bonds, structured notes, mutual funds, and select equities.

Active portfolio management
user avatar

David M

Series 63, Series 65

Livingston, TX

FB Advisory Services, LLC

David Martin is the sole advisor at FB Advisory Services, LLC in Livingston, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2007 and also operates Martin Financial Services Inc, an employee benefits-related business he has owned since 1986. Additionally, Martin has experience as an investment advisor representative with TCG Advisors, LP. FB Advisory Services provides personalized investment advisory and financial planning for individuals, trusts, estates, charitable organizations, and business entities, managing approximately $8.6 million across 50 clients. The firm employs a risk-managed investment approach utilizing trend-following growth strategies and actively managed fixed income disciplines, primarily investing in ETFs, bonds, structured notes, mutual funds, and selected equities.

Active portfolio management
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