Wesley Warren
Wesley Warren is a ChFC-designated registered investment advisor at Financial Security Services Group, INC., based in Highland Village, TX, with 12 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 313 clients with $77M 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 $150K | 1.55% |
| $150K - $350K | 1.35% |
| $350K - $700K | 1.25% |
| $700K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Annual fee may be negotiable based on various criteria.
Fee Estimator
Location
2900 Village Parkway, Suite 330, Highland Village, TX, 75077
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 →Other Business ActivitiesSells Insurance
Wesley is an insurance agent with Wesley Warren Ins Group, Inc. dba FSS Group since 2015, selling insurance products and services. This takes about half of Wesley's time, with about a quarter of his time during market hours.
Employment History
Current Registrations
Financial Security Services Group, INC.
State Registrations2 states
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.