Everett Ferguson is a CFP-designated registered investment advisor at Financial Transparency, based in Abilene, TX, with 29 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 235 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee percentages vary by program: Let's Get Started is up to 1.00%, Managed Investment Portfolios is up to 1.75%, and Customized Managed Accounts is up to 2.15%. Actual fees are negotiated with your advisor.
Fee Estimator
Location
302 Pine Street, Abilene, TX, 79601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Everett is a partner/owner in Third and Pine, LP, owning commercial real estate, and president of Condley Financial Services, Inc., providing financial services. He also dedicates time to church and community organizations, including Hillcrest Church of Christ, Abilene Industrial Foundation, Zambia Medical Mission, and Zambia Mission Fund, and serves as a director for Resonant Sensors, LLC.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Cssc Brokerage Services, INC.Broker
Trustee Empowerment & Protection, INC.
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
North American Financial Group, INC.Broker
State Registrations1 state
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
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