Overview
Assets Under Management: $133 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 64
Average Client Assets: $1.5 million
Frequently Asked Questions
CERTIFIED FINANCIAL STRATEGIES CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114361), CERTIFIED FINANCIAL STRATEGIES CORPORATION is subject to fiduciary duty under federal law.
CERTIFIED FINANCIAL STRATEGIES CORPORATION is headquartered in DALLAS, TX.
CERTIFIED FINANCIAL STRATEGIES CORPORATION serves 64 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, CERTIFIED FINANCIAL STRATEGIES CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
CERTIFIED FINANCIAL STRATEGIES CORPORATION manages $133 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, CERTIFIED FINANCIAL STRATEGIES CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.65%
Average Client Assets: $1.5 million
Total Client Accounts: 300
Discretionary Accounts: 182
Non-Discretionary Accounts: 118
Regulatory Filings
CRD Number: 114361
Filing ID: 2059982
Last Filing Date: 2026-03-06 10:37:49