F
Financial Consulting Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,982,568
Total clients
9
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$1,886,952
About
Financial Consulting Services provides discretionary portfolio management and financial planning to individuals, families, and high‑net‑worth clients. As of December 31, 2025 the firm reported approximately $16.98 million in discretionary assets under management across nine client relationships.
The firm delivers customized portfolios implemented primarily through individual stocks and bonds and combines a long‑term investment orientation with the capacity to execute shorter‑term trades when client objectives or market conditions warrant. Its investment process draws on charting, fundamental, technical and cyclical analysis and may include options, margin and alternative investments, with clients able to impose reasonable restrictions on holdings.
Noteworthy features include a concentrated asset base—relatively high AUM per client—and the practice of managing each account on a standalone basis rather than aggregating trades. The brochure discloses that the firm’s principal holds CFP and AAMS credentials and also reports a 2016 order by the Texas State Securities Board relating to prior advisory activity while not registered, a regulatory matter prospective clients may wish to review.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Negotiated fixed fee for financial planning and consulting services
$100,000 - $2,000,000: 1.50% $2,000,000+: 1.00%
$250 per hour for financial planning and consulting services
Account minimum: $100,000 (may be waived on a case-by-case basis) Minimum fee: Minimum monthly or quarterly billing of $450 unless mutually agreed otherwise Fee-only: Financial planning offered on an hourly basis at $250 per hour or on a negotiated fixed-fee basis
Main office location
Financial Consulting Services
Dallas TX, United States
Number of offices
1
Most active in
Financial Consulting Services 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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