# Ferguson Financial Advisors

> Ferguson Financial Advisors is a state-registered investment advisory firm in Newton, UT, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 323758
- Filed as: FERGUSON FINANCIAL ADVISORS
- Legal name: RAE Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton, UT
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323758
- AdvisorCensus page: https://advisorcensus.com/firm/ferguson-financial-advisors-newton-ut-323758

## Quick answers

**How is Ferguson Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ferguson Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ferguson Financial Advisors located?**
Ferguson Financial Advisors' principal office is in Newton, UT, according to its Form ADV.

**Is Ferguson Financial Advisors registered with the SEC or a state?**
Ferguson Financial Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323758.

**How much does Ferguson Financial Advisors manage?**
Ferguson Financial Advisors reports $17,686,497 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Ferguson Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117).

**Does Ferguson Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323758

**What changed in Ferguson Financial Advisors' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $14,835,075 to $17,686,497 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,686,497
- Discretionary: $17,686,497
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $17,686,497 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ferguson-fg.com
- Facebook @FergusonFG
- LinkedIn @dennis-ferguson-cfs-ricp-4845066

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $14,835,075 to $17,686,497 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ferguson Financial Advisors (CRD 323758): Form ADV filing data as of October 2026.