O'Ferrall Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, and institutional clients, and offers ERISA/pre‑retirement plan support including IPS development and participant education. The firm publishes a monthly newsletter and occasionally delivers educational workshops and speaking engagements at no charge.
Portfolios are managed on a discretionary basis using diversified allocations that may include stocks, bonds, mutual funds, ETFs, REITs and alternative investments, with benchmark choices that vary by risk profile (Nasdaq‑100 for aggressive, a total market index for moderate, and the S&P U.S. Treasury Bond Index for conservative). Investment decisions draw on both fundamental and technical analysis, tactical asset allocation, and periodic reviews (at least annually, more often as needed), with custody held at an independent custodian.
Distinctive features include formal affiliations with in‑house accounting and tax operations (Service Pro Bookkeeping and O'Ferrall Tax Agency) and the capability of advisors to sell insurance products (whole life, term life and long‑term care), creating an integrated offering across investment, tax, bookkeeping and insurance services. The firm also discloses occasional hourly billing and that advisors may receive insurance‑related compensation, along with providing free educational programming—characteristics that differentiate its service mix from many peer managers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Insurance sales
Expertise
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Fee options
$0 - $100,000: 2.53% $100,001 - $250,000: 2.03% $250,001 - $500,000: 1.53% $500,001+: 1.03%
Advisors may receive commissions for insurance product transactions and group annuities
$45 per hour for wealth management services
Annual fee of $300 for newsletter subscription for non-clients
Account minimum: $1,000 Minimum fee: One-time fee of $689 for the asset map and financial plan, waivable if client places at least $1,000 in AUM Fee-only: Ongoing wealth management services at $385 per month
Main office location
O'Ferrall Advisory Services
Tallahassee FL, United States
Number of offices
2
Most active in
O'Ferrall Advisory Services has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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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