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Craig Fylling

28 Years of Experience
Frisco, TX
2 DisclosuresBroker

Craig Fylling is a registered investment advisor at Edward Jones, based in Frisco, TX, with 28 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

5566 Main St Ste 204, Frisco, TX, 75033

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2025
Denied
Customer Dispute
January 2003
Denied
Other Business Activities

Craig is the owner of CFC and Associates, LLC, a recruiting firm, and also owns Capistrano Rental Property. He spends minimal time on the rental property and has no responsibilities for either business.

Employment History
Current Registrations
Edward Jones
October 2021 - Present · 4 yrs 9 mos
Edward JonesBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
International Assets Investment Management, LLC
December 2019 - October 2021 · 1 yr 10 mos
International Assets Advisory, LLCBroker
December 2019 - October 2021 · 1 yr 10 mos
Dominion Portfolio Management, INC.
September 2017 - December 2017 · 3 mos
Dominion Investor Services, INC.Broker
August 2017 - November 2019 · 2 yrs 3 mos
LPL Financial LLC
March 2008 - September 2015 · 7 yrs 6 mos
LPL Financial LLCBroker
March 2008 - September 2015 · 7 yrs 6 mos
Chase Investment Services CORP.
June 2006 - February 2008 · 1 yr 8 mos
Chase Investment Services CORP.Broker
June 2006 - February 2008 · 1 yr 8 mos
H&r Block Financial Advisors, INC.Broker
October 2004 - June 2006 · 1 yr 8 mos
H&r Block Financial Advisors, INC.
October 2004 - June 2006 · 1 yr 8 mos
Wachovia Securities, LLC
January 1998 - October 2004 · 6 yrs 9 mos
Wachovia Securities, LLCBroker
January 1998 - October 2004 · 6 yrs 9 mos
Olde Discount CorporationBroker
May 1995 - January 1998 · 2 yrs 8 mos
Wma Securities, INC.Broker
May 1995 - December 1995 · 7 mos
State Registrations10 states
ALAZCACOFLMTNJNMNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Fylling - Financial Advisor | TrueAdvisor