Financial Consulting Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Consulting Services provides discretionary portfolio management and financial planning to individuals, families, and high‑net‑worth clients. As of December 31, 2025 the firm reported approximately $16.98 million in discretionary assets under management across nine client relationships.
The firm delivers customized portfolios implemented primarily through individual stocks and bonds and combines a long‑term investment orientation with the capacity to execute shorter‑term trades when client objectives or market conditions warrant. Its investment process draws on charting, fundamental, technical and cyclical analysis and may include options, margin and alternative investments, with clients able to impose reasonable restrictions on holdings.
Noteworthy features include a concentrated asset base—relatively high AUM per client—and the practice of managing each account on a standalone basis rather than aggregating trades. The brochure discloses that the firm’s principal holds CFP and AAMS credentials and also reports a 2016 order by the Texas State Securities Board relating to prior advisory activity while not registered, a regulatory matter prospective clients may wish to review.
Client services
Expertise
Fee options
Negotiated fixed fee for financial planning and consulting services
$100,000 - $2,000,000: 1.50% $2,000,000+: 1.00%
$250 per hour for financial planning and consulting services
Account minimum: $100,000 (may be waived on a case-by-case basis) Minimum fee: Minimum monthly or quarterly billing of $450 unless mutually agreed otherwise Fee-only: Financial planning offered on an hourly basis at $250 per hour or on a negotiated fixed-fee basis
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Financial Consulting Services · Laseter, Donald Lee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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