FINANCIAL SECURITY ADVISORY INC
SEC RegisteredYour financial security is our business.
About the firm
Founded in 1997, Financial Security is a team of highly experienced financial planners and investment advisors who understand the importance of helping clients achieve financial independence. The mission of Financial Security is to provide clients the opportunity to achieve financial independence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning for individuals, families, and businesses, as well as investment strategies guided by advanced analytical tools and well-informed experts.
Who they serve
Individuals, families, and businesses seeking to achieve financial goals and financial independence.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,366 | $714M |
| High Net Worth Individuals | 444 | $919M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 285 | $100M |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
34 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $249,999 | 1.50% |
| $250,000 - $999,999 | 1.00% |
| $1,000,000 - $9,999,999 | 0.75% |
| $10,000,000 - $20,000,000 | 0.65% |
| Above $20,000,000 | 0.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL SECURITY ADVISORY INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.