F.I.G. Financial Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
F.I.G. Financial serves individual and high‑net‑worth clients, offering discretionary asset management with continuous account supervision and complementary financial planning. The firm uses a web‑based planning platform to aggregate accounts, run scenario analyses, and share documents with clients.
The firm’s investment process emphasizes value‑based analysis for individual equity positions alongside strategic and tactical asset‑allocation using mutual funds, exchange‑traded funds, listed equities and duration targeting for fixed income. It also employs third‑party technology and AI‑enabled tools to support research and planning outputs, with firm personnel providing human review and oversight of those tools’ results.
Distinctive features include that its associated persons also act as licensed insurance agents and may receive commissions or insurer‑provided reimbursements when implementing insurance or annuity recommendations, a conflict the firm discloses and manages through policies and an impartial conduct standard. The firm also may allocate client assets to a related‑person exchange‑traded fund managed by an associated person and operates with no formal account minimums while managing roughly $162 million across a three‑adviser team.
Client services
Expertise
Fee options
$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
Main office
14642 Bogert Parkway
Oklahoma City OK 73134
Advisors at this office
3
Most active in
Colorado · Oklahoma · Texas
Also doing business as
F.I.G. Financial Advisory Services, Inc. · Fig Financial Advisory Services Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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