FB Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FB Advisory Services provides personalized financial planning, consulting, and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and small business entities. The firm typically works with individual household clients and structures modular planning engagements and ongoing portfolio oversight rather than large institutional or high-net-worth mandates.
Investment management emphasizes a rules-based, trend-following growth discipline combined with a separate fixed-income discipline; the firm uses ETFs, mutual funds, bonds, occasional individual stocks, and will at times employ long/short positions or inverse ETFs, while actively managing bond duration and credit mix to match economic conditions and client objectives. Clients may specify allocations between the growth and fixed-income disciplines, and the firm discloses that all portfolios are managed primarily on a discretionary basis.
The firm operates as a very small advisory practice and discloses affiliations that can affect client relationships: a principal is a licensed insurance agent and places insurance products for clients for separate, commission-based compensation, and another principal has ownership interests in tax-preparation franchises (with no formal referral compensation between the entities). FB Advisory Services also participates in an institutional custody program that provides third-party services and technology to the firm, a relationship it discloses as a potential conflict of interest.
Client services
Expertise
Fee options
Financial planning fees range from $750 to $2,000
$0 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000+: 0.75%
$250 per hour
Account minimum: $100,000
Main office
Livingston TX
Advisors at this office
2
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
Advisors at this firm
David A
Series 63, Series 65
Livingston, TX
FB Advisory Services, LLC
David Allen is a financial advisor at FB Advisory Services, LLC with 24 years of industry experience. He has held his current role since 2010 and holds Series 63 and Series 65 licenses. FB Advisory Services provides personalized financial planning, consulting, and discretionary portfolio management primarily for individual households, trusts, estates, charitable organizations, and small businesses. The firm employs a rules-based, trend-following growth discipline alongside a fixed-income strategy, using a mix of ETFs, mutual funds, bonds, and occasionally individual stocks and alternative positions, managing portfolios mainly on a discretionary basis.
David M
Series 63, Series 65
Livingston, TX
FB Advisory Services, LLC
David Martin is the sole advisor at FB Advisory Services, LLC in Livingston, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2007 and also operates Martin Financial Services Inc, an employee benefits-related business he has owned since 1986. Additionally, Martin has experience as an investment advisor representative with TCG Advisors, LP. FB Advisory Services provides personalized investment advisory and financial planning for individuals, trusts, estates, charitable organizations, and business entities, managing approximately $8.6 million across 50 clients. The firm employs a risk-managed investment approach utilizing trend-following growth strategies and actively managed fixed income disciplines, primarily investing in ETFs, bonds, structured notes, mutual funds, and selected equities.
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