Financial Advisory Corporation

Financial Advisory Corporation provides wealth management combining investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, and non‑profit/endowment clients. Typical services described in the brochure include determining risk profiles, creating asset‑allocation portfolios, written financial‑planning modules (retirement, estate, tax, education funding), and quarterly reporting.

The firm generally manages client accounts on a discretionary basis and applies an asset‑allocation approach implemented with mutual funds, ETFs, individual bonds, and periodic rebalancing, with portfolio reviews at least quarterly. Its stated methods include both long‑ and short‑term purchase strategies and fundamental analysis, and recommendations are tailored to client objectives, liquidity needs, and risk tolerance.

Distinctive features include a relatively large scale for a nine‑advisor team—approximately $1.104 billion in discretionary assets for about 258 clients—which corresponds to a high average asset level per client and supports custom fee arrangements (two fee calculation methods, a $19,000 annual minimum, and bespoke schedules for accounts over $100 million). The brochure also discloses ERISA fiduciary services for retirement plans, recommends Charles Schwab custody while describing negotiated commission benefits, and notes that the firm advertises third‑party ratings and lists its IARD/CRD number for further verification.