Ferguson Financial Advisors

Overview

Ferguson Financial Advisors operates as an independent, individually owned limited liability company that serves primarily individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges fees using a mix of assets-under-management percentages, hourly rates, and fixed fees. It does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. The firm lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives