A complete list of active advisors currently associated with Terrell Financial Group

Warmer can help you find a great advisor at Terrell Financial Group or one who fits your needs even better.

Terrell Financial Group serves individuals as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering personalized financial planning and discretionary investment management. The firm’s advisory services include comprehensive planning (cash flow, taxes, estate and insurance review) and liaison services when clients engage third‑party money managers. The firm generally charges advisory fees as a percentage of assets under management and documents client goals through investment policy statements and risk tolerances; it uses fundamental, technical and cyclical analysis and conducts periodic (typically quarterly) account reviews. Financial planning is available on a fixed‑fee or hourly basis, and TFG may place clients with third‑party managers while providing ongoing oversight, reporting, and coordination. Noteworthy aspects of the firm include an insurance‑affiliated business maintained by the managing member—who devotes part of his time to selling insurance products and receives commissions—which the firm discloses and addresses through fiduciary policies. The firm also conducts no‑cost educational seminars for the public and operates a formal referral/incentive arrangement with a third‑party manager that includes fee sharing tied to adviser AUM thresholds.

To learn more about the advisors currently working at Terrell Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.