The Financial Team, Inc.

Overview

The Financial Team, Inc. is a small corporate-structured investment adviser that acts as a capital allocator and provides a mix of planning and advisory services. The firm’s stated business activities include financial planning services, pension consulting services, selection of other advisers, and educational seminars/workshops. It is classified as an unclassified adviser and is not identified as an active ESG investor or a multi-state adviser. Investment activity shows a blended approach: the firm uses conventional vehicles such as mutual funds and annuities alongside allocations to private placements, real estate, and managed futures. The firm’s fee model is flexible and includes percentage-of-AUM, hourly, fixed-fee, performance-based, and other arrangements, which suggests they serve both ongoing wealth-management relationships and one-off advisory or consulting assignments.

Assets & Accounts

Investments & Alternatives

Location & Offices