Isaac Towne
Team Financial Strategies · Granbury, Texas
Isaac Towne is a fee-only financial advisor at Team Financial Strategies in Granbury, Texas, who holds the CFP credential. Team Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Team Financial Strategies |
|---|---|
| Based in | Granbury, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $262.0M across 1,205 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 8031499 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | teamstrategiesonline.com |
How Isaac's firm compares
- Team Financial Strategies's average account is about $217,000, from its Form ADV (assets managed divided by 1,205 accounts).
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Questions about Isaac
Is Isaac Towne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isaac holds no broker registration, and Team Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isaac charge for financial advice?
Isaac's firm, Team Financial Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Isaac Towne based?
Isaac Towne is based in Granbury, Texas.
What credentials does Isaac Towne hold?
Isaac Towne holds the CFP credential.
Is Isaac Towne registered with the SEC?
Yes. Isaac Towne is registered as an investment adviser representative in TX (CRD 8031499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Team Financial Strategies manage?
Team Financial Strategies reports $262.0M across 1,205 accounts in assets under management.
How do I contact Isaac Towne?
Through Isaac's website, teamstrategiesonline.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Granbury
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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