Financial Analytical Services, Inc.

Overview

Financial Analytical Services, Inc. is a privately owned corporation that operates as a capital allocator and provides financial planning and adviser-selection services. The firm functions in a dual capacity: it acts as a registered representative of a broker-dealer and as a salesperson of other financial products, while also charging fees on an hourly or other non-traditional basis for advisory work. The adviser is not positioned as an ESG investor, does not report multi-state advisory registration, and is not identified as a pension consultant or part of a related-adviser group.

Assets & Accounts

Investments & Alternatives