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- Custodian
- Folio Investments · Goldman Sachs · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2004
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 170 clients, or 170 clients per representative. That equates to $435.4K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ferguson Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TROY CHRISTIAN FERGUSON
Owner, Vice President
- CRD
- #4808232
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Ferguson Financial Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.