A complete list of active advisors currently associated with Financial Analytical Services, Inc.

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

Financial Analytical Services, Inc. serves mainly individuals and self‑employed/small business owners by offering comprehensive financial planning on an hourly basis that focuses on non‑investment aspects of a client’s situation. The firm does not manage client assets or recommend individual stocks or bonds; when investment recommendations are appropriate, clients are referred to unrelated active money managers and FAS may receive a portion of those managers’ fees. The firm uses a planning‑first process in which investment recommendations are made only after a Comprehensive Financial Plan and are tailored to each client’s needs for liquidity, diversification, income or growth and tax considerations. Implementation and day‑to‑day allocation decisions are handled by the independent active money managers selected for each client, and clients may invest through any broker‑dealer they choose. Noteworthy distinctions include that a related person is a registered representative of a broker‑dealer (Centaurus Financial, Inc.) and an agent for insurance products, enabling the firm to recommend and sell term life, long‑term disability and long‑term care policies and to receive commissions through that broker‑dealer. The firm is also unusual among solo independent advisers in that it does not provide direct portfolio management or rely on percentage‑of‑AUM fees itself and has operated as a referral‑based advisory practice since 1978 under a principal with decades of professional credentials.

To learn more about the advisors currently working at Financial Analytical Services, Inc., 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.