O
Othniel Financial Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
24
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$0
About
Othniel Financial Advisory Services, LLC provides portfolio management, financial planning, and pension consulting to a small client base that includes high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations and business entities. The firm uses asset‑based advisory arrangements for ongoing services and may recommend third‑party advisers or custodians as part of its service delivery.
The firm documents client goals and risk tolerances in individualized Investment Policy Statements and may employ model portfolios; its methods of analysis include charting, cyclical, fundamental, quantitative and technical approaches, and its strategies range from long‑term investing to short‑term trading, options and short sales. Accounts are reviewed at least quarterly and the firm highlights the material risks associated with derivative and short‑selling strategies in its disclosures.
Noteworthy differences from many peers include an affiliation with an insurance business—one of the firm’s management persons is a licensed insurance agent and may offer commissionable insurance products—and an explicit pension consulting practice, which the brochure highlights alongside institutional plan services. The brochure also describes fee‑share arrangements when referring clients to third‑party advisers and reports a small roster of clients and no assets under management as of December 2016, factors that may affect how the firm operates compared with larger independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
All Assets+: 1.50% annually
$250 per hour for financial planning services
Main office location
Othniel Financial Advisory Services, LLC
Houston TX, United States
Number of offices
1
Most active in
Othniel Financial Advisory Services, LLC 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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