A complete list of active advisors currently associated with Financial Consulting Services
Warmer can help you find a great advisor at Financial Consulting Services or one who fits your needs even better.
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.
To learn more about the advisors currently working at Financial Consulting Services, 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 |
|---|---|---|
Dallas, TX
| 10
|
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