F
Fulkerson Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,000,000
Clients
200
1% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
200
Very HighAverage account size
$275,000
About
Fulkerson Financial Services provides portfolio management and financial planning to individual and high-net-worth clients, offering tailored Investment Policy Statements and ongoing portfolio monitoring. The firm reports managing roughly $55 million in client assets for about 200 client relationships, servicing accounts on an ongoing basis and delivering financial plans as a discrete service.
The firm’s investment approach emphasizes Modern Portfolio Theory and long-term trading, with portfolios constructed from mutual funds, ETFs, fixed income, REITs and insurance-based products where appropriate. FFSL typically seeks discretionary trading authority, conducts monthly account reviews, and delivers custodian statements and separate quarterly reports to clients.
Noteworthy features include an unusually high client count relative to peers — roughly 200 clients, a staffing and service model that is uncommon among independent advisers. The firm requires the use of a specific custodian platform (Schwab), its principals are also licensed insurance agents who may offer commissionable insurance products, and the firm does not aggregate trades for multiple clients, all of which can affect execution, conflicts of interest, and how advice is delivered.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
General retirement planning
Wealth management
Annuities
Fee options
Fixed fees for financial planning between $300 and $1,500
1.10% annually
Hourly fees for financial planning services (exact hourly rate not specified)
Account minimum: $20,000
Main office location
Fulkerson Financial Services, LLC
12502 W. Jolynn Court
Hanna City IL 61536, United States
Number of offices
1
Most active in
Fulkerson Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Louisiana · 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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