Everett Ferguson is a CFP-designated registered investment advisor at Financial Transparency, based in Greensboro, NC, with 28 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 233 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Transparency offers three investment management programs with fees that are negotiated with your advisor, but will not exceed the following:
- Let's Get Started: Not to exceed 1.00% of your portfolio per year.
- Managed Investment Portfolios: Not to exceed 1.75% of your portfolio per year. Minimum investment of $25,000.
- Customized Managed Accounts: Not to exceed 2.15% of your portfolio per year. Minimum investment of $150,000.
Location
Greensboro, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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