F.I.G. Financial Advisory Services, Inc.
- Regulatory AUM
- $162M
- Discretionary
- $162M
- Clients
- 242
- Avg AUM / client
- $671K
- Accounts
- 540
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 187 | $51.1M | 31.5% |
| High net worth individuals | 55 | $111M | 68.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ricky Todd Jurrens | President | CFP Chartered Financial Consultant | Sep 1984 (42y) | 75% or more |
| Christopher Todd Jurrens | Vice President, Director | CFP | Jan 2012 (15y) | Less than 5% |
| Samuel Nathan Jurrens | Vice President, Director | CFP CFA | Jan 2012 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Axos Clearing $162M (100% of AUM) Apr 2026
- E*TRADE (Morgan Stanley) $127M (100% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗