A complete list of active advisors currently associated with The Financial Sciences Company, LLC
Warmer can help you find a great advisor at The Financial Sciences Company, LLC or one who fits your needs even better.
The Financial Sciences Company, LLC (TFSC) is a newly formed, state‑registered investment adviser that, per its brochure, currently has no clients and is not yet engaged in advisory activity. It intends to serve a broad mix of clients — including non‑high‑net‑worth and high‑net‑worth individuals, families, trusts, estates, business and corporate entities, charitable organizations, and retirement plans — offering discretionary and non‑discretionary portfolio management, financial planning (bundled with management or standalone), retirement‑plan consulting, and periodic educational seminars or workshops. TFSC describes a tailored investment process that combines fundamental, macroeconomic, technical, and quantitative analysis with third‑party research and documented suitability reviews to construct and monitor portfolios. The firm may recommend and, where authorized, engage unaffiliated third‑party managers, conducts a multi‑step due‑diligence program for alternative investments, and provides standalone planning engagements on fixed‑fee or hourly terms in addition to bundled ongoing planning for managed accounts. Compared with peers in the no‑active‑advisors category, TFSC’s brochure highlights several uncommon features for a firm without active clients: planned educational events, explicit pension and retirement‑plan consulting, the capacity to work with other investment advisers as clients or third‑party managers, and service to charitable and corporate clients. The brochure also stresses formal selection and monitoring procedures for third‑party managers and alternatives and makes clear the firm currently has no client relationships or affiliated sponsor arrangements.
To learn more about the advisors currently working at The Financial Sciences Company, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Frisco, TX
| 7
|
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