# Joseph Team

> Joseph Team is a fee-only financial advisor at Team Financial Strategies in Granbury, Texas, who holds the CFP credential. Joseph focuses on small business owners and estate & legacy planning. Team Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-team/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Team Financial Strategies
- **Based in:** Granbury, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $262.0M across 1,205 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Estate & legacy planning
- **CRD:** 4820236 (https://adviserinfo.sec.gov/individual/summary/4820236)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://teamstrategiesonline.com

## Frequently asked questions

### Is Joseph Team a fee-only financial advisor?

Yes. Joseph Team is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joseph's firm.

### How does Joseph charge for financial advice?

Joseph's firm, Team Financial Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Team based?

Joseph Team is based in Granbury, Texas.

### What does Joseph specialize in?

Joseph's specialties include small business owners and estate & legacy planning.

### What credentials does Joseph Team hold?

Joseph Team holds the CFP credential.

### Is Joseph Team registered with the SEC?

Yes. Joseph Team is registered as an investment adviser representative in TX (CRD 4820236), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Joseph Team?

Through Joseph's website, teamstrategiesonline.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5616): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.teamstrategiesonline.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.