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Butler Freeman Tally Financial Group (Bedford)


Butler Freeman Tally Financial Group is a large advisory firm based in Bedford. It manages $124 million of regulatory assets for 1,871 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Arkansas, California, and 7 other states.




Butler Freeman Tally Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Butler Freeman Tally Financial Group: assets under management

The assets under management (AUM) of Butler Freeman Tally Financial Group is $124 million. The firm's AUM has grown by 183% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $120 million in discretionary accounts and $4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $48.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Butler Freeman Tally Financial Group for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bedford

The principal office where Butler Freeman Tally Financial Group performs its advisory services is located at 2312 School Ln, Bedford, TX 76021, which is also the mailing address of the firm. An additional office of the firm is in Jasper, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-354-1090 or by fax 817-354-4477. The normal business hours are 8am-5pm on Monday - Friday.


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