A complete list of active advisors currently associated with Ferguson Financial Advisors
Warmer can help you find a great advisor at Ferguson Financial Advisors or one who fits your needs even better.
Ferguson Financial Advisors provides discretionary portfolio management, financial planning (fixed-fee or hourly), and retirement-plan advisory services to individuals, high‑net‑worth individuals, and businesses. The firm also serves as a limited‑scope ERISA 3(21) fiduciary for qualified retirement plans, offering investment selection, monitoring, and participant education support. The firm documents client objectives in an Investment Policy Statement and implements strategies using third‑party platforms and sub‑advisers, including AssetMark, AE Wealth Management, and American Funds, with regular monitoring and periodic reviews. Investment analysis draws on fundamental, technical, charting, and cyclical approaches, and the firm may refer clients to outside money managers who exercise discretionary authority within client guidelines. What is distinctive about the firm is its maintained affiliation with an insurance agency and the sale of insurance products for commission, a practice the firm discloses as a potential conflict and says it mitigates through disclosure and fiduciary procedures. Ferguson Financial Advisors also holds public seminars and workshops (nominal fees for materials) and combines platform‑based outsourcing with directed plan‑level fiduciary services, a mix that is less common among similarly sized independent advisers.
To learn more about the advisors currently working at Ferguson Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newton, UT
| 25
|
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