What departments does The Financial Advisory Group have?

The Financial Advisory Group has employees across 3 departments including Finance, Administrative, Accounting.

What is the largest department at The Financial Advisory Group?

The largest department at The Financial Advisory Group is Finance with 5 employees.

Where are The Financial Advisory Group employees located globally?

The Financial Advisory Group has employees across 3 continents and 3 countries including Ireland, United States Of America, Australia.

How has The Financial Advisory Group's team size changed over time?

The Financial Advisory Group's team has decreased from approximately 16 to 15 employees based on available data.

The Financial Advisory Group Employee Directory

Q: Who are The Financial Advisory Group's key employees and leadership?

The Financial Advisory Group's key employees include: Executive Vice President Finance And Chief Financial Officer: R. S., President: J. C., President: R. S., President Of The Financial Advisory Group: R. S..

Financial ServicesTexas, United States11-50 Employees

The Financial Advisory Group operates as a boutique firm within the financial services sector, concentrating on wealth management. It works with clients to safeguard and manage their wealth while pursuing targeted financial objectives, delivering personalized service. The firm describes its staff as highly skilled, versatile, and adaptable. The company provides financial and tax planning through written, goal-oriented plans that cover budgeting, cash flow, retirement and education funding, taxes, estate planning, investments, and insurance. It is a fee-only registered investment adviser regulated by the SEC; client assets are held by independent custodians and managed according to each client's investment plan, with performance reviewed quarterly, and the firm is based in Houston, Texas.

The Financial Advisory Group Global Highlights

North America
33

United States Of America
33

Oceania
3

Australia
3

Europe
1

Ireland
1

The Financial Advisory Group's Leadership

J. C.
President
Mobile Phone
Email
R. S.
President
Mobile Phone
Email
R. S.
President Of The Financial Advisory Group
Mobile Phone
Email
R. S.
Executive Vice President Finance And Chief Financial Officer
Mobile Phone
Email
G. G.
Partner
Mobile Phone
Email
C. C.
Senior Director Head Of Tax
Mobile Phone
Email
M. M.
Practice Manager
Mobile Phone
Email
J. S.
Office Manager
Mobile Phone
Email

The Financial Advisory Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other

Contact profiles from The Financial Advisory Group

Name

Title

Contact Info

Location

Last Update

G. G.
Partner
Mobile Phone
Email
Oct 23, 2024
J. C.
President
Mobile Phone
Email
Oct 21, 2024
R. S.
President
Mobile Phone
Email
Oct 16, 2024
R. S.
President Of The Financial Advisory Group
Mobile Phone
Email
United StatesWisconsin
Sep 18, 2024
R. S.
Executive Vice President Finance And Chief Financial Officer
Mobile Phone
Email
Oct 16, 2024
C. C.
Senior Director Head Of Tax
Mobile Phone
Email
Oct 22, 2024
M. M.
Practice Manager
Mobile Phone
Email
Jun 26, 2026
J. S.
Office Manager
Mobile Phone
Email
United StatesWisconsin
Feb 22, 2024
K. H.
Office Manager
Mobile Phone
Email
Oct 23, 2024
N. M.
Associate
Mobile Phone
Email
Ireland
Jun 24, 2026

Frequently Asked Questions

What is The Financial Advisory Group known for?

The Financial Advisory Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 5599 San Felipe Suite 900 Houston, Texas 77056 United States; you can contact the main corporate office by phone at

+1-713-624-****

. Explore The Financial Advisory Group's company overview page for more information.

What is The Financial Advisory Group's most common email format?

The Financial Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Financial Advisory Group email formats with LeadIQ.

How many employees does The Financial Advisory Group have currently?

The Financial Advisory Group has approximately 12 employees as of February 2026. These team members are located across 3 continents, including North AmericaOceaniaEurope.

Who are The Financial Advisory Group's key employees and leadership?

As of February 2026, The Financial Advisory Group's key employees include:

President: J. C.
President: R. S.
President Of The Financial Advisory Group: R. S.
Executive Vice President Finance And Chief Financial Officer: R. S.
Partner: G. G.

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The Financial Advisory Group Employee Directory

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