Financial Security Services Group, Inc.

RIAState Registered

Total AUM

$83.4M

Discretionary

$83.4M

100% of AUM

Avg account

$125K

Accounts

665

Employees

Advisory reps

Firm details

Headquarters: Highland Village, Texas
CRD number: 167464
Website: fssgroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals51.92%
HNWI48.08%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Security Services Group, Inc. is a privately owned, corporate independent RIA that serves individual and family clients. The firm offers comprehensive financial planning and manages portfolios for individuals and small businesses. Its advisory services include selecting outside managers, market-timing strategies, and client education through seminars and workshops. Billing arrangements are mixed: percentage-of-AUM, hourly, fixed fees and other fee arrangements are all used. The firm is state-registered in California and Texas and maintains an affiliation with an insurance company. Environmental, social, and governance (ESG) investing is not a focus.