Valencia, CA Office

Financial Security Solutions Corp. provides asset management (primarily by referring clients to third‑party managers), financial planning, and collaborative monitoring services to individuals — including high‑net‑worth clients — and pension/profit‑sharing plans. The firm reports about $68.96 million in assets under advisement, two advisors, and roughly 86 clients.

The firm’s advisory model relies on model portfolios and outside managers (including arrangements with SEI and AssetMark) and it generally does not accept discretionary authority, leaving trading and implementation to third‑party managers or to clients themselves. Financial planning and consulting are offered on an hourly or flat‑fee basis, and collaborative monitoring is available for accounts custodied outside the firm’s third‑party platforms.

Financial Security Solutions’ representatives are also registered representatives of Osaic Wealth and are licensed to sell commissionable securities and insurance products, and the firm receives portion‑of‑advisory fees from third‑party managers — arrangements the brochure discloses as potential conflicts of interest. The combination of predominantly non‑discretionary/advisory relationships, revenue sharing with third‑party managers, and additional services (insurance sales and optional tax preparation) distinguishes its business model from many similarly sized advisory firms.