Succession Financial, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Succession Financial, Inc. is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation and filing services, and reported about $210 million in discretionary assets across roughly 173 client relationships.
The firm combines fundamental analysis and modern portfolio theory with a mix of passive and active strategies, constructs portfolios from stocks, bonds, mutual funds, ETFs and annuities, and may engage outside managers for portions of client accounts. Clients receive ongoing account supervision with the ability to impose written investment restrictions, and the firm discloses use of options and other derivatives in certain strategies and accounts.
Noteworthy for a firm of its size, Succession sponsors a wrap fee program and discloses using derivatives in separately managed accounts—features that are uncommon among peers. The firm also offers in‑house tax preparation services and notes that a firm principal holds an insurance license (although the firm states that insurance products will not be sold to clients), and it generally requires clients to custody assets at a recommended institutional custodian.
Client services
Expertise
Occupation focus
Fee options
$0+: up to 1.50% (negotiable) for Investment Management Services $0+: up to 1.50% (negotiable) for Defined Benefit Plan Retirement Plan Management $0+: 0.25% for Guideline 401k Retirement Plan Management
Fee-only: Ongoing Financial Planning annual fee $0 to $75,000, payable monthly or quarterly in advance, negotiable
Main office
See office300 E. Davis Street, Ste. 152
McKinney TX 75069
Advisors at this office
2
Offices (2)
Most active in
Connecticut · Illinois · Ohio · Texas
Also doing business as
Succession Financial, Inc · Succession Financial, Inc.
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.
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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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.
Advisors at this firm
Clark B
CFP®, Series 65
McKinney, TX
Succession Financial, Inc
Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.
Eric W
CFP®, ChFC®, Series 63
McKinney, TX
Succession Financial, Inc
Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc., along with 10 years at WealthStar Advisors, LLC. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing both passive and active strategies across diverse asset types.
Barbara B
Series 65
Crystal Lake, IL
Succession Financial, Inc
Barbara Bridgman is a financial advisor at Succession Financial, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at WealthStar Advisors, LLC, Mueller Financial Services, Inc., and operating her own advisory practice. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation services. The firm utilizes a combination of fundamental analysis and modern portfolio theory with both passive and active strategies.
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