A complete list of active advisors currently associated with Ferguson Financial Planning
Warmer can help you find a great advisor at Ferguson Financial Planning or one who fits your needs even better.
Ferguson Financial Planning is a fee-only independent advisory firm operated by a single advisor that provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. The brochure reports about $74 million in assets under management across roughly 169 client relationships and states the advisor spends approximately 85% of work hours on investment management and about 5% on other planning services. The firm manages five model folios on a Goldman Sachs advisor platform — Global Growth, Global Income, Precious Metals/Real Assets, Holding Location, and US Treasuries — and operates with discretionary authority within client-approved allocation ranges. The advisor describes a primarily fundamental, long-term approach that allows a broad range of securities, tactical hedging (including inverse ETFs/ETNs), and bespoke investment statements that clients can amend or restrict. Noteworthy distinctions include the brochure’s public disclosure of firm-level AUM and the emphasis that clients have 24-hour access to account performance reporting via the custodian platform, and the firm’s stated willingness to work with small business/corporate clients as well as individuals. The advisor also maintains a self-imposed AUM cap (adjusted annually and cited at $117 million as of 2026) and personally owns the same model folios, while operating a Precious Metals/Real Assets folio explicitly positioned as protection against currency debasement and described as potentially highly volatile.
To learn more about the advisors currently working at Ferguson Financial Planning, 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 |
|---|---|---|
Duncanville, TX
| 10
|
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