Financial Security Services Group, Inc. logo

Financial Security Services Group, Inc.

Updated today

Client assets under management

$76,900,000

Clients

313

13% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

78

High

Average account size

$245,687

About

Financial Security Services Group primarily advises individual and high‑net‑worth clients, providing discretionary portfolio management, oversight of variable annuity and variable life subaccounts, and financial planning and consulting that addresses retirement, estate, tax, cash‑flow and education funding objectives. The firm typically charges percentage‑of‑AUM advisory fees and structures engagements to document clients’ goals and any investment restrictions.

The firm’s investment process uses a mix of fundamental and technical analysis, charting, and cyclical analysis, and it may apply a proprietary market‑timing signal that moves all or part of assets into or out of stocks, ETFs, or mutual funds under its discretionary authority. FSSG also implements strategies through third‑party money managers and co‑advisor model portfolios, monitoring accounts and adjusting allocations as client objectives change.

Distinctive features called out in the brochure include no‑charge educational workshops offered to clients and prospective clients, a service that is less common among peer team firms, and a disclosed affiliation with an insurance practice whose principal is a licensed insurance agent; that affiliation and any resulting compensation are identified as potential conflicts and addressed through disclosure and procedures. The firm does not serve as custodian and relies on qualified third‑party custodians for client asset custody and reporting.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Market timing

Expertise

Income planning Annuities Cash flow / budgeting

Fee options

Fixed

Financial planning flat fees between $750 and $5,000

Percentage

$0 - $150,000: 1.55% annually $150,001 - $350,000: 1.35% annually $350,001 - $700,000: 1.25% annually $700,001 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.90% annually $1,500,001 - $2,500,000: 0.80% annually $2,500,001 - $4,000,000: 0.70% annually $4,000,001+: 0.60% annually

Project-based

Negotiable hourly rate of $550 for financial planning services

Other

Fee-only: Financial planning fees: negotiable hourly rate of $550 or flat fee ranging from $750 to $5,000 based on complexity

Main office location

Financial Security Services Group, Inc.

2900 Village Parkway, Suite 330

Highland Village TX 75077, United States

Number of offices

3

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wesley W

ChFC®

Highland Village, TX

Financial Security Services Group, Inc.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

Income planning Annuities Cash flow / budgeting
user avatar

Jerome L

CFP®, Series 63, Series 66

Highland Village, TX

Financial Security Services Group, Inc.

Jerome Leftwich is a CFP® professional with 25 years of industry experience, currently serving at Financial Security Services Group, Inc. He has held positions at several firms, including Q3 Asset Management and Flexible Plan Investments. Outside of finance, he has worked with organizations such as Parish Episcopal School and Oak Creek Tennis Center. Financial Security Services Group advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, including proprietary market-timing signals, and offers no-charge educational workshops to clients and prospects.

Income planning Annuities Cash flow / budgeting
user avatar

Billy C

Series 63, Series 65

Amarillo, TX

Financial Security Services Group, Inc.

Billy Clements is a financial advisor at Financial Security Services Group, Inc. in Amarillo, TX, holding Series 63 and Series 65 credentials with 39 years of industry experience. His prior roles include positions at Dominion Investor Services, Inc., Calton & Associates, Inc., and LPL, as well as over two decades as a self-employed advisor. Financial Security Services Group primarily serves individual and high-net-worth clients, offering discretionary portfolio management, variable annuity and life subaccount oversight, and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, including a proprietary market-timing signal, and incorporates third-party money managers and co-advisor model portfolios in its investment approach.

Income planning Annuities Cash flow / budgeting
user avatar

Saragail C

Series 66

Highland Village, TX

Financial Security Services Group, Inc.

Saragail Calloway is a financial advisor at Financial Security Services Group, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been involved with Calloway Insurance and Financial Services since 2004, where she is an owner and insurance agent. Her work history also includes roles at Calloway Financial Inc. and Financial Security Services Group, Inc. Financial Security Services Group primarily advises individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis in its investment approach and provides educational workshops to clients and prospects.

Income planning Annuities Cash flow / budgeting
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