Ferguson Financial Advisors

Overview

Ferguson Financial Advisors is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model is a mix of percentage of assets under management, hourly charges and fixed fees, which supports both ongoing portfolio relationships and project-based planning work. Investment activity leans toward pooled public investments rather than direct single-stock positions. The firm is not an active ESG investor and does not operate as a capital allocator or pension consultant; instead it relies on third-party managers and platform solutions to construct client portfolios. Given the custodian relationships and the concentration in mutual funds, Ferguson Financial Advisors appears to implement client strategies primarily through mutual fund sleeves and model portfolios rather than a heavy roster of separate-account equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices