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Certified Financial Strategies Corporation

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Client assets under management

$119,644,290

More info

Clients

144

44% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

72

High

Average account size

$830,863

About

The firm provides investment advisory and financial planning services to individuals — including high‑net‑worth clients — and to corporations or business entities. Services include ongoing asset management (available on both discretionary and non‑discretionary bases), comprehensive and snapshot financial planning, and project‑based consulting.

Investment strategy combines strategic and tactical asset allocation and blends passive and active strategies using ETFs, mutual funds, individual equities and fixed income; the firm employs both fundamental and technical analysis and constructs individualized portfolios rather than model portfolios. Portfolios are reviewed at least quarterly (and more frequently as market conditions dictate), and the firm may recommend third‑party managers or alternative investments for appropriate clients.

Compared with many peers, the firm reports approximately $133 million in client assets with about $47 million managed on a non‑discretionary basis, so a notable portion of assets requires prior client approval for trades. The firm also includes tax‑preparation services offered through a principal who is a CPA and by employees who are Enrolled Agents — an uncommon affiliation that the brochure discloses and that the firm says it mitigates through disclosure and fiduciary procedures.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

$2,500 to $4,500 for comprehensive financial plans

Percentage

$0 - $500,000: 1.50% annually $500,001 - $750,000: 1.25% annually $750,001+: 1.00% annually

Project-based

$250 per hour for financial planning services

Other

Account minimum: $250,000

Main office location

Certified Financial Strategies Corporation

12700 Hillcrest Rd., Ste. 210

Dallas TX 75230, United States

Number of offices

2

Most active in

More info

New Mexico · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 972-702-8121

Advisors at this firm

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user avatar

Roger A

CFP®, Series 63

Dallas, TX

Certified Financial Strategies Corporation

Roger Asel is a CFP® with 20 years of industry experience, currently serving at Certified Financial Strategies Corporation. He has worked in financial advisory roles since 1977, including operating as a sole proprietor for several decades before joining Certified Financial Strategies. Asel is also a CPA involved in tax preparation and small business consulting through the firm. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporate entities. The firm combines strategic and tactical asset allocation using both passive and active investment strategies and integrates in-house tax preparation services with its advisory offerings.

Wealth management Tax-loss harvesting Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Jason E

CFP®, Series 65, Series 66

Dallas, TX

Certified Financial Strategies Corporation

Jason Edgerton is a Certified Financial Planner® with 14 years of industry experience, currently serving as an advisor at Certified Financial Strategies Corporation in Dallas, TX. He has been with the firm in various capacities since 2015. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individual, high-net-worth, corporate, and business clients. The firm combines strategic and tactical asset allocation using both passive and active strategies and offers in-house tax preparation through affiliated CPAs and enrolled agents.

Wealth management Tax-loss harvesting Charitable giving & philanthropy Founder/Business Owner Retired
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