F.I.G. Financial Advisory Services, Inc. logo

F.I.G. Financial Advisory Services, Inc.

Updated today

Client assets under management

$162,392,624

Clients

242

23% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

81

High

Average account size

$671,044

About

F.I.G. Financial provides fee-based asset management and complimentary financial planning primarily to individual and high-net-worth clients, as well as trusts, estates and business entities. The firm offers ongoing discretionary portfolio management and retirement-plan rollover advice alongside tools for client planning and account aggregation.

The firm emphasizes a valuation-based approach to individual equity selection combined with tactical and strategic asset allocation using mutual funds, ETFs and listed securities, and portfolios are adjusted to accommodate special situations such as low-basis stock or legacy holdings. Accounts are managed on a discretionary basis with regular quarterly reviews and reporting, and the firm reports approximately $162.4 million in discretionary assets under management across its client base.

Distinctive disclosures include that some investment adviser representatives also act as licensed insurance agents and may receive commissions for insurance and annuity sales, a practice that the brochure identifies as a potential conflict of interest. The firm also notes that an associated person owns and manages a registered investment adviser that offers the Even Herd Long Short Fund—an ETF the firm may use in client portfolios subject to internal limits—and it disclosed a recent change in ownership and compliance oversight.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General retirement planning Wealth management Active portfolio management Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $99,999: 2.20% $100,000 - $249,999: 1.55% $250,000 - $499,999: 1.20% $500,000 - $999,999: 0.85% $1,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.45% $10,000,000+: Negotiated

Commissions

Commissions may be received from sale of insurance products in advisers' separate capacities as insurance agents.

Main office location

F.I.G. Financial Advisory Services, Inc.

14642 Bogert Parkway

Oklahoma City OK 73134, United States

Number of offices

1

Most active in

Colorado · Oklahoma · 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

Christopher J

CFP®, Series 65

Oklahoma City, OK

F.I.G. Financial Advisory Services, Inc.

Christopher Jurrens is a CFP® and Series 65 licensed advisor with over 11 years of industry experience. He has been with F.I.G. Financial Advisory Services, Inc. since 2006. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individuals and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based investment approach combined with risk-based strategies and offers tailored portfolios using mutual funds, ETFs, and listed equities.

Retirement income strategy General retirement planning Wealth management Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Samuel J

CFP®, CFA®, Series 65

Oklahoma City, OK

F.I.G. Financial Advisory Services, Inc.

Samuel Jurrens is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has worked at Carlson Ridge Capital since 2016 and has been with F.I.G. Financial Advisory Services, Inc. since 2010. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based approach for equity selection combined with risk-based strategies and tailors portfolios to client goals and risk tolerance.

Retirement income strategy General retirement planning Wealth management Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Ricky J

CFP®, ChFC®, Series 63

Oklahoma City, OK

F.I.G. Financial Advisory Services, Inc.

Ricky Jurrens is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has been with F.I.G. Financial Advisory Services, Inc. since 1983 and currently serves as its President and CEO. In addition to his advisory role, he works as an independent agent providing fixed life insurance products. F.I.G. Financial Advisory Services offers fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm manages approximately $151.8 million in discretionary assets and employs a value-based and risk-focused investment approach tailored to client goals and risk tolerance.

Retirement income strategy General retirement planning Wealth management Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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