$74.0M Total AUM
$74.0M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
21 yrs Firm Age
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- Custodian
- Folio Investments · Goldman Sachs · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2004
- Office Locations
- 1
Office Locations
-- Duncanville TX
About Ferguson Financial Planning
Ferguson Financial Planning, founded by Troy Ferguson in 2004 and based in Duncanville, TX (Dallas area), provides investment management and general financial planning. Portfolios skew heavily to ETFs, complemented by mutual funds and cash. The firm emphasizes simple, straightforward communication and goal-focused planning, and works with individuals including entrepreneurs; custody includes Vanguard.
Team overview
-- AVG AGE
$74.0M AVG AUM / ADVISOR
$435.4K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
TROY CHRISTIAN FERGUSON
Owner, Vice President
- CRD
- #4808232
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,019,139 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,019,139 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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