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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-16-2006
- Office Locations
- 1
Office Locations
About Certified Financial Strategies Corporation
Certified Financial Strategies is a Dallas-based, fee-only fiduciary wealth management firm offering comprehensive financial/wealth planning (including tax, estate and charitable planning) and portfolio construction. The team emphasizes independent, client-goal-driven advice, with implementation often using ETFs and mutual funds. Custody is through Charles Schwab & Co., and the firm uses Advyzon.
Reported data analysis
What the numbers show
Between April 29, 2025 and March 6, 2026, reported AUM increased 12.8%, from $118.1M to $133.3M.
Across 4 reported observations, AUM increased 233.2% between December 2, 2011 and March 6, 2026, from $40.0M to $133.3M.
Of the latest reported AUM, 64.8% is discretionary and 35.2% is non-discretionary.
The firm reports 2 advisory representatives and 166 clients, or 83 clients per representative. That equates to $803.0K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JASON ALAN EDGERTON
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4453650
- Ownership
- 50% but less than 75%
ROGER STEVEN ASEL
Director, VICE PRESIDENT
- CRD
- #2102267
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,367,434 | $474,546 |
| Non-Discretionary | $46,931,236 | $397,722 |
| Total | $133,298,670 | $444,329 |
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Separately Managed Accounts
SMA allocation detail is available
Certified Financial Strategies Corporation has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.