Joseph Team
Team Financial Strategies · Granbury, Texas
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.
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Specialties
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 4820236 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | teamstrategiesonline.com |
| Profile |
How Joseph'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 Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Granbury
Other advisors in Texas who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Team Financial Strategies website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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