Family Financial Solutions Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$362,312,357
Clients
16
Advisors
1
of 1 employees
About
Family Financial Solutions Group, LLC provides fee-based investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers custom portfolio management and investment recommendations across a range of securities and may advise reallocations, specific stock selections, or cash positions as hedges to pursue client objectives.
The adviser employs a tactical allocation strategy and may use fundamental, technical, or cyclical analysis when formulating advice, measuring mutual funds by manager tenure and career performance. Family Financial manages client accounts on a non-discretionary basis, reviews accounts annually or when triggered by changes, and leaves final trading decisions and proxy voting authority with clients.
The firm operates as a single registered advisor managing roughly $500 million in non-discretionary client assets as of December 31, 2025, which results in an unusually high AUM per advisor for a team-category firm. The managing member also owns McCannon Tyler & Associates, LLC, a tax and accounting firm; clients who use those accounting services pay separate fees, a relationship the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0+: 2.0% per annum +: 0.5% per annum
Account minimum: $50,000
Main office
270 East College Drive, Suite 100
Durango CO 81301
Advisors at this office
1
Most active in
Colorado
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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