FINANCIAL SECURITY SERVICES GROUP, INC.

RIASEC 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 an independent, privately held advisory corporation that works primarily with individual and family clients. The firm acts as a capital allocator and offers a mix of financial planning and portfolio management for individuals and small businesses, along with selection of other advisers, market-timing services, and educational seminars or workshops. Its fee schedule is flexible — covering percentage-of-AUM arrangements as well as hourly, fixed-fee and other billing approaches. The firm does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser.