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.
FinancialAnalytical Services, Inc. provides comprehensive financial planning and related consultations to mainly individuals and self-employed/small business owners, charging hourly fees for planning and reviews. The firm does not take custody of assets or exercise investment discretion; instead it refers clients to third‑party active money managers for implementation. The firm’s process centers on an initial comprehensive financial plan that informs any subsequent investment recommendations and manager selections, with external money managers directing day‑to‑day portfolio allocation. FinancialAnalytical Services may receive a portion of the money‑management fees charged by those third‑party managers, and it does not recommend individual stocks or bonds. What is distinctive about the firm is its emphasis on selecting other advisers and using hourly financial planning rather than a percentage‑of‑assets advisory model, which differs from many investment managers. The firm’s related person is also registered as a broker‑dealer representative and sells insurance and other financial products, allowing for commission‑based product sales alongside its planning and manager‑selection services.
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.
Name |
Location |
Years of experience |
|---|---|---|
Fountain Valley, CA
| 54
|
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