About Team Financial Strategies
Team Financial Strategies, LLC, operating as J. Team Financial, Inc. d/b/a Team Financial Strategies, is a federally registered investment advisor (RIA) established in April 2005. With a commitment to providing informed financial direction, Team Financial Strategies offers a comprehensive suite of services including portfolio management, financial planning, and fiduciary services for employee benefit plans. They specialize in serving individuals, high-net-worth clients, trusts, estates, and businesses, with a particular focus on retirement planning and employee benefits. The firm prides itself on its knowledge, support, and integrity, aiming to help clients achieve their financial goals through thoughtful, detailed planning. Team Financial Strategies manages assets for a diverse clientele, demonstrating expertise in navigating complex financial landscapes. Their dedication to client success is evident in their personalized approach, where understanding the client's "why" is as crucial as the "how" of financial planning. The firm also actively participates in the investment community by managing TFS Private Opportunities Fund, LP and has served as a sub-adviser to the Texas Fund.
Website: https://www.teamstrategiesonline.com/about-us-0
Founded: 2005
Office Locations
- Abilene, TX (Headquarters)
- Granbury, TX
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $257.4M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | ABILENE CHRISTIAN UNIVERSITY, TX | $164M | 1,237 |