Ferguson Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,019,139
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
169
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
169
Average account size
$437,983
About
Ferguson Financial Planning is a fee-only independent advisory firm operated by a single advisor that provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. The brochure reports about $74 million in assets under management across roughly 169 client relationships and states the advisor spends approximately 85% of work hours on investment management and about 5% on other planning services.
The firm manages five model folios on a Goldman Sachs advisor platform — Global Growth, Global Income, Precious Metals/Real Assets, Holding Location, and US Treasuries — and operates with discretionary authority within client-approved allocation ranges. The advisor describes a primarily fundamental, long-term approach that allows a broad range of securities, tactical hedging (including inverse ETFs/ETNs), and bespoke investment statements that clients can amend or restrict.
Noteworthy distinctions include the brochure’s public disclosure of firm-level AUM and the emphasis that clients have 24-hour access to account performance reporting via the custodian platform, and the firm’s stated willingness to work with small business/corporate clients as well as individuals. The advisor also maintains a self-imposed AUM cap (adjusted annually and cited at $117 million as of 2026) and personally owns the same model folios, while operating a Precious Metals/Real Assets folio explicitly positioned as protection against currency debasement and described as potentially highly volatile.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Income planning
Retirement income strategy
Fee options
$0 - $75,000.00: 1.20% $75,000.01 - $125,000.00: 0.95% $125,000.01 - $250,000.00: 0.80% $250,000.01 - $500,000.00: 0.75% $500,000.01 - $1,000,000.00: 0.65% $1,000,000.01+: 0.55%
Up to $250 per hour for financial planning services.
Fee-only: Fee-only compensation; no commissions or referral fees.
Main office location
Ferguson Financial Planning
Duncanville TX, United States
Number of offices
1
Most active in
Ferguson Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas
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 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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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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