Troy Ferguson is a CFP-designated registered investment advisor at Ferguson Financial Planning, based in Duncanville, TX, with 10 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 170 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.20% |
| $75K - $125K | 0.95% |
| $125K - $250K | 0.80% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
For managing investments within variable annuities, the annual fee is 0.5%.
Fee Estimator
Location
Duncanville, TX
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Ferguson Financial Planning
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.