Targeted Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,821,810
Clients
422
Advisors
4
across 2 offices
About
Targeted Financial Services (TFS) provides financial planning, consulting, and discretionary investment management to individuals, high‑net‑worth clients, retirement plans, trusts, and business entities. The firm manages about $353 million on a discretionary basis and offers ERISA fiduciary services, including both 3(21) non‑discretionary consulting and 3(38) discretionary plan management.
TFS implements portfolios using a blend of fundamental and technical analysis, guided by asset‑allocation models that are reviewed at least semiannually; for certain client segments it uses licensed model portfolios from Fidelity delivered via the 55ip platform. The firm routinely invests across mutual funds, ETFs and individual stocks and bonds, and it may employ options and take long or short equity positions, recommend private placements for accredited investors, and—when authorized by the client—use margin/borrowing in managed accounts.
Noteworthy relative to peers, TFS explicitly discloses the use of derivatives (options and long/short positions) and the authorized use of borrowing in separately managed accounts, practices that are uncommon among comparable team firms. The brochure also discloses insurance activities by representatives and the firm’s use of specific custodial arrangements for retirement assets, which can create potential conflicts that the firm documents and addresses in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed fees generally ranging from $500 to $5,000 (financial planning and consulting services)
0.50% to 1.50% annually (varies depending on asset size and type of investment management service)
$125 to $200 per hour (financial planning and consulting services)
Account minimum: $10,000 Fee-only: Fixed fees ranging from $500 to $5,000; Hourly fees from $125 to $200 per hour (financial planning and consulting services)
Main office
See office5666 Seminole Blvd, Suite 146
Seminole FL 33772
Advisors at this office
3
Offices (2)
Most active in
California · Connecticut · Florida · Kentucky · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Jill G
Series 65
Seminole, FL
Targeted Financial Services, LLC
Jill Gibb is a financial advisor with Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation and 12 years of industry experience. She has worked at Triad Advisors, Inc. from 2013 to 2024 and has been with Targeted Financial Services since 2013. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis with asset-allocation models and is notable for its use of derivatives and authorized borrowing in managed accounts.
Jake R
Series 65
Seminole, FL
Targeted Financial Services, LLC
Jake Rubin is a financial advisor at Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation. He has one year of industry experience and prior work history at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm manages approximately $353 million on a discretionary basis and employs a blend of fundamental and technical analysis with diversified investment strategies, including the use of derivatives and margin when authorized.
Alan R
Series 63, Series 65
Seminole, FL
Targeted Financial Services, LLC
Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.
James P
Series 63
Boerne, TX
Targeted Financial Services, LLC
James Payne Jr is a financial advisor at Targeted Financial Services, LLC in Boerne, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Targeted Financial Services since 2000. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $298 million in discretionary assets and employs a combination of fundamental and technical analysis with proprietary allocation models, offering both discretionary portfolio management and plan-level advisory services.
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