F.I.G. Financial Advisory Services, Inc

Wealth Management Firm in Oklahoma County, OK

Firm Info
Address: 14642 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone: (405) 844-9826

Firm Size
Assets Under Management: $158.3 million
# of Advisors: 3
# of Clients: 501
Client to Advisor Ratio: 167:1
Average Account Size: $315,952
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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F.i.g. Financial Advisory Services, Inc. Overview

F.I.G. Financial Advisory Services, Inc. is an investment advisory firm that offers financial planning and portfolio management services to individuals and small businesses across the United States. The firm has been in business since 2020 and is headquartered in Oklahoma City, OK. F.I.G. Financial Advisory Services, Inc. is a fee-based firm, which means its compensation is based on a percentage of clients’ assets under management. Being an investment advice-only firm, F.I.G. Financial Advisory Services, Inc. is committed to offering unbiased advice to its clients, helping them make informed decisions about their investments. The firm’s financial planning services provide clients with comprehensive guidance on retirement planning, estate planning, tax planning, and risk management. Its portfolio management services, on the other hand, help clients build diversified portfolios that align with their investment goals and risk tolerance. In summary, F.I.G. Financial Advisory Services, Inc. is a fee-based investment advisory firm based in Oklahoma City, OK. The firm offers financial planning and portfolio management services to individuals and small businesses. As an investment advice-only firm, F.I.G. Financial Advisory Services, Inc. is committed to delivering unbiased advice and helping clients make informed investment decisions.

F.I.G. Financial Advisory Services, Inc. caters to a wide range of clients with varying financial needs. The firm serves individuals who require assistance in managing their personal finances, as well as high net worth individuals who seek more customized and specialized services. F.I.G. approaches each client with a unique perspective, recognizing that each has their own financial objectives, investment goals, and risk tolerance levels. In terms of fee structures, clients may be charged based on the assets under management (AUM). A percentage of clients' AUM is charged to cover ongoing investment management services. The fee structure varies from client to client, depending on the level of service provided. F.I.G. Financial Advisory Services, Inc. is committed to providing clients with transparent fee structures, ensuring that clients fully understand the costs and charges that are associated with their investments. As a trusted partner in financial planning and investment management, F.I.G. provides expert advice, tailored solutions, and comprehensive services to help all clients achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for F.I.G. Financial Advisory Services, Inc. does not mention an investment minimum.

How This Office Can Help Oklahoma County, OK Residents

F.I.G. Financial Advisory Services, Inc is a full-service financial advisory firm that offers personalized financial planning and investment services to clients in Oklahoma County, OK. Their team of experienced advisors works closely with clients to understand their specific financial goals and develop a comprehensive plan to help them achieve those goals. They provide a wide range of financial services such as retirement planning, investment management, asset allocation, tax planning, estate planning, and insurance planning. Individuals living in Oklahoma County, OK may face various financial situations, such as saving for retirement, managing debt, saving for their children's college education, managing investments, or dealing with unexpected life events such as divorce or a sudden loss of income. F.I.G. Financial Advisory Services, Inc helps clients navigate these financial situations by providing expert advice, customized financial plans, and ongoing support to ensure clients stay on track to achieving their financial goals. Whatever the financial goals of a client may be, F.I.G. Financial Advisory Services, Inc is committed to providing individualized financial planning services that are tailored to each client's unique needs.

To view the Minimum Investment and Fee Schedule for F.i.g. Financial Advisory Services, Inc., visit their Part 2 Brochure.

Services Offered by F.i.g. Financial Advisory Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by F.i.g. Financial Advisory Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 14642 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 844-9826
Opening Hours
  • Mon 8 AM–4:30 PM
  • Tue 8 AM–4:30 PM
  • Wed 8 AM–4:30 PM
  • Thu 8 AM–4:30 PM
  • Fri 8 AM–3 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

F.i.g. Financial Advisory Services, Inc. is registered to service clients in the following states:

  • Colorado
  • Oklahoma
  • Texas

Disciplinary History

F.i.g. Financial Advisory Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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