Team Financial Strategies

Team Financial Strategies is a Fee-Only Financial Planning and Investment Management firm in Abilene and Granbury, TX. The advisors at Team Financial Strategies work with clients in special areas such as rolling over retirement plans, net unrealized appreciation, stock options, charitable planning, wealth transfer strategies, ...(see more)

Firm Information

Social Media

https://www.facebook.com/pages/Team-Financial-Strategies/85834346651

http://www.linkedin.com/company/team-financial-strategies?trk=hb_tab_compy_id_2783373

Advisors (3)

Name	Start Date
Heath Harold Hamrick	Apr 2010
Darrell Scott Haynes	May 2010
Jody Team, CFP®	Sep 2007

*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$37.0M

Total Assets

136

Accounts

$272.1K

Estimated Average Account Balance

*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

Jody Team, CFP® (75% or more)

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
Jody Team, CFP®	President/Ceo	08/01/2007

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:	1174 N 3Rd Street Abilene , TX 79601
Phone Number:	(325)480-1587

Other Offices Address	City	State	Zip
215 W. Pearl	Granbury	TX	76048

Firm Compensation Arrangements

Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Key Information

Type:	Investment Adviser Firm
HQ:	Abilene, TX
Employees:	About 5
Total Assets:	$37.0M
Website:	Team Financial Strategies

Client Types

	Individuals	80%
	High Net Worth Individuals	10%
	Pension and Profit Sharing Plans	5%
	Corporations or Other Businesses	5%

*The Client Types data displayed has been entered by the firm and has not been verified.

Professional Designations

Accredited Asset Management Specialist

Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses

Certified Financial Planner

A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Membership Associations

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

National Association of Personal Financial Advisors

NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

State Registrations

Team Financial Strategies is registered in the following states: TX

Firm Services

	Financial Planning	90%
	Comprehensive Financial Planning
	Pension Consulting	10%
	401k
	403b