Grapevine, TX Office

First Advisors National (FAN Advisors) provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, and reports approximately $506.8 million in discretionary assets under management. The firm recommends and monitors third‑party money managers and supplements separately managed portfolios with advice on individual equities, ETFs, and mutual funds, and it offers an optional Pontera retirement‑account aggregation platform for clients who choose to use it.

FAN Advisors implements client strategies largely through the selection and ongoing oversight of third‑party money management platforms, evaluating managers on investment style, years in business, assets under management, regulatory status, and portfolio costs. Portfolios rely on tactical and strategic asset allocation methodologies, with the firm typically managing accounts on a discretionary basis while using fundamental analysis and conducting formal annual reviews to confirm suitability.

Several supervised persons maintain outside industry roles that the firm discloses in Brochure Supplements — including registrations as registered representatives of unaffiliated broker‑dealers, Commodity Trading Advisors, and licenses or practices as real estate agents, accountants/tax preparers, insurance agents, mortgage brokers, or attorneys — and FAN Advisors describes policies to disclose and mitigate related conflicts of interest. The firm also operates an affiliate, First Advisors Administrative Services, which provides middle‑office and operational support to other independent advisor firms and states it generally does not offer alternative investments, features that are noted alongside its compliance and monitoring procedures.