Ferguson Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,835,075
Total clients
102
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
102
Average account size
$145,442
About
Ferguson Financial Advisors provides discretionary portfolio management, financial planning (fixed-fee or hourly), and retirement-plan advisory services to individuals, high‑net‑worth individuals, and businesses. The firm also serves as a limited‑scope ERISA 3(21) fiduciary for qualified retirement plans, offering investment selection, monitoring, and participant education support.
The firm documents client objectives in an Investment Policy Statement and implements strategies using third‑party platforms and sub‑advisers, including AssetMark, AE Wealth Management, and American Funds, with regular monitoring and periodic reviews. Investment analysis draws on fundamental, technical, charting, and cyclical approaches, and the firm may refer clients to outside money managers who exercise discretionary authority within client guidelines.
What is distinctive about the firm is its maintained affiliation with an insurance agency and the sale of insurance products for commission, a practice the firm discloses as a potential conflict and says it mitigates through disclosure and fiduciary procedures. Ferguson Financial Advisors also holds public seminars and workshops (nominal fees for materials) and combines platform‑based outsourcing with directed plan‑level fiduciary services, a mix that is less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees ranging from $500 to $3,000
$0 - $1,000,000: 1.75% annually $1,000,001 - $3,000,000: 1.55% annually $3,000,001+: Negotiable
Insurance product commissions; minimal external compensation from insurance sales
$150 per hour for hourly consultation services
Main office location
Ferguson Financial Advisors
Newton UT, United States
Number of offices
1
Most active in
Ferguson Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Idaho · Utah
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.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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