A complete list of active advisors currently associated with Ferris Financial Services, L.L.C.

Warmer can help you find a great advisor at Ferris Financial Services, L.L.C. or one who fits your needs even better.

Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients, overseeing roughly $29.2 million across about 30 client accounts. Services include tailored portfolio management, written financial-planning recommendations, and ongoing monitoring with periodic meetings and check-ins. The firm’s investment approach relies on fundamental analysis to build client-specific strategies and uses discretionary trading authority that can include trading, option strategies (including covered and uncovered writing), and fixed-income allocations; accounts are reviewed at least quarterly for rebalancing and tax-loss harvesting opportunities. Custody is maintained through a single custodian (Charles Schwab), and the firm bills asset-management fees on a tiered/blended basis while financial-planning services are offered under a fixed annual fee billed monthly in advance. Notable operational features include that the principal spends a material portion of time (approximately 40%) on affiliated businesses as an insurance agent and tax advisor and may receive commissions for insurance products, a disclosed conflict of interest. The firm also does not aggregate trades across client accounts, does not vote client proxies, and discloses receipt of custodial “soft-dollar” benefits — practices that differ from many peers and that prospective clients should evaluate.

To learn more about the advisors currently working at Ferris Financial Services, L.L.C., 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.