$133.3M Total AUM
$86.4M Disc. AUM
-- 3Y CAGR
2 Employees
166 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 03-16-2006
- Office Locations
- 1
Office Locations
12700 Hillcrest Rd., Ste. 210 Dallas TX
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.
Team overview
45 AVG AGE
$66.6M AVG AUM / ADVISOR
$803.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
See the complete signal summary connected to matrix radial.
Open the full profile to inspect shifts in frontier vital.
Unlock to compare peer behavior around pathway eagle.
Premium access reveals conviction themes in legacy ridge.
Premium access reveals conviction themes in beacon momentum harbor.
Upgrade to reveal position-level detail across value frontier.
See the complete signal summary connected to harbor atlas.
See the complete signal summary connected to radial wave.
Asset Classes
Vertex Ember vital
Client Personas
Beacon
Custodian
Harbor Pioneer insight
Investment Themes
Alpha Matrix value North summit
Investment Vehicles
Vital quantum Meridian
Platform
Zenith quantum
Services
Horizon Meridian momentum Fusion Wave Glacier North atlas
Technology
Timber summit
Owner & Executives
JASON ALAN EDGERTON
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4453650
- Ownership
- 50% but less than 75%
(334) 205-4337
quantum.vital@glaciercapital.com
in linkedin.com/in/vertex-eagle
ROGER STEVEN ASEL
Director, VICE PRESIDENT
- CRD
- #2102267
- Ownership
- 25% but less than 50%
(895) 279-6949
crest.atlas@catalystcapital.com
in linkedin.com/in/momentum-insight
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,367,434 | $474,546 |
| Non-Discretionary | $46,931,236 | $397,722 |
| Total | $133,298,670 | $444,329 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $133,298,670
Public Funds:
27.5% Equity - Exchange:
25.7% Cash:
12.9% Private Funds:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,835,493,361 | 27.5% |
| Equity - Exchange | $1,715,351,977 | 25.7% |
| Cash | $861,013,249 | 12.9% |
| Private Funds | $2,262,662,726 | 33.9% |
| Total | $6,674,521,313 | 100.0% |