O'Ferrall Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, and institutional clients, and offers ERISA/pre‑retirement plan support including IPS development and participant education. The firm publishes a monthly newsletter and occasionally delivers educational workshops and speaking engagements at no charge.
Portfolios are managed on a discretionary basis using diversified allocations that may include stocks, bonds, mutual funds, ETFs, REITs and alternative investments, with benchmark choices that vary by risk profile (Nasdaq‑100 for aggressive, a total market index for moderate, and the S&P U.S. Treasury Bond Index for conservative). Investment decisions draw on both fundamental and technical analysis, tactical asset allocation, and periodic reviews (at least annually, more often as needed), with custody held at an independent custodian.
Distinctive features include formal affiliations with in‑house accounting and tax operations (Service Pro Bookkeeping and O'Ferrall Tax Agency) and the capability of advisors to sell insurance products (whole life, term life and long‑term care), creating an integrated offering across investment, tax, bookkeeping and insurance services. The firm also discloses occasional hourly billing and that advisors may receive insurance‑related compensation, along with providing free educational programming—characteristics that differentiate its service mix from many peer managers.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 2.53% $100,001 - $250,000: 2.03% $250,001 - $500,000: 1.53% $500,001+: 1.03%
Advisors may receive commissions for insurance product transactions and group annuities
$45 per hour for wealth management services
Annual fee of $300 for newsletter subscription for non-clients
Account minimum: $1,000 Minimum fee: One-time fee of $689 for the asset map and financial plan, waivable if client places at least $1,000 in AUM Fee-only: Ongoing wealth management services at $385 per month
Main office
Tallahassee FL
Advisors at this office
1
Most active in
Florida · Georgia
Also doing business as
O'ferrall Advisory Services · The Financially Brave LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
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