Financial Analytical Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
FinancialAnalytical Services, Inc. provides comprehensive financial planning and related consultations to mainly individuals and self-employed/small business owners, charging hourly fees for planning and reviews. The firm does not take custody of assets or exercise investment discretion; instead it refers clients to third‑party active money managers for implementation.
The firm’s process centers on an initial comprehensive financial plan that informs any subsequent investment recommendations and manager selections, with external money managers directing day‑to‑day portfolio allocation. FinancialAnalytical Services may receive a portion of the money‑management fees charged by those third‑party managers, and it does not recommend individual stocks or bonds.
What is distinctive about the firm is its emphasis on selecting other advisers and using hourly financial planning rather than a percentage‑of‑assets advisory model, which differs from many investment managers. The firm’s related person is also registered as a broker‑dealer representative and sells insurance and other financial products, allowing for commission‑based product sales alongside its planning and manager‑selection services.
Client services
Expertise
Occupation focus
Fee options
$500 retainer fee charged at start of comprehensive financial planning process.
Related person may receive commissions from broker-dealer Centaurus Financial, Inc. for certain investments.
Hourly fees charged for Comprehensive Financial Planning, periodic reviews, and consultations; specific hourly rate schedule attached but not detailed in brochure.
Fee-only: Hourly fees for Comprehensive Financial Planning, periodic reviews, and consultations; $500 initial retainer fee with refund of unused portion if services discontinued.
Main office location
Financial Analytical Services, Inc.
18837 Brookhurst, #204
Fountain Valley CA 92708-7302, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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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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.
Forms ADV
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