Financial Resources Consulting Group
- Regulatory AUM
- $763M
- Discretionary
- $0
- Clients
- 643
- Avg AUM / client
- $1.2M
- Accounts
- 2,192
- Employees
- 12
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $138M | 18.1% |
| High net worth individuals | 487 | $601M | 78.8% |
| Pension and profit sharing plans | 4 | $0 | — |
| Corporations and other businesses | 3 | $23.5M | 3.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| California Association Of Realtors Profit Sharing Plan California Association Of Realtors | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christian G Welborn | Registered representative | Nov 2017 (9y) | ||
| Luis E Salas Ruiz | Registered representative | Aug 2024 (2y) | ||
| John Karl Griesinger | Registered representative | Jan 2025 (2y) | ||
| Daniel Jonathan Beckwith | Registered representative | CFP | Jan 2025 (2y) | |
| Scott Fredrick Sommers | Registered representative | Chartered Financial Consultant | Apr 2025 (1y) | |
| Chad Keith Germann | Registered representative | Jan 2026 (1y) | ||
| Gregory Jay Welborn | Registered representative | Jan 2026 (1y) | ||
| Christopher Michael Siraganian | Registered representative | CFP | Jan 2026 (1y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| California Association Of Realtors Profit Sharing Plan | California Association Of Realtors | 134 | $67.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 973 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗