Terrell Financial Group

RIAState Registered

Total AUM

$22.7M

Discretionary

$22.7M

100% of AUM

Avg account

$95K

Accounts

239

Employees

Advisory reps

Firm details

Headquarters: Metairie, Louisiana
CRD number: 148425
Website: terrellfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals60.46%
HNWI39.54%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Terrell Financial Group is an independent, individual-owned limited liability company that provides fee-based wealth management and financial planning to individuals and families. The firm acts as a capital allocator, combining portfolio management for individuals and small businesses with selection-of-other-advisers services and client education through seminars and workshops. Its fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements and other arrangements. The firm does not position itself as an ESG investor and operates primarily within a single state regulatory footprint. It lists an insurance company among its industry affiliations.