Homan Financial Services is an Arlington, Texas–based firm serving households and small businesses, with a focus on the Dallas–Fort Worth area. Its fee-only approach means clients pay the firm directly, without commissions, product sales, referral kickbacks, or percentage-of-portfolio fees. The firm offers fractional CFO services and bookkeeping for businesses that need stronger financial leadership and clearer reporting.

Support includes monthly bookkeeping and close, CFO reports, cash forecasting, and strategy calls, helping owners understand their numbers and make informed decisions. Homan Financial also provides flat-fee personal financial planning for individuals and households, with no asset minimums. Its planning is designed for people seeking advice tailored to their circumstances, rather than services limited to larger portfolios.

The firm describes its background as spanning corporate finance and industrial engineering, and emphasizes a practical, embedded style of working with clients. Its process begins with a free 20-minute introductory call, followed by a review of business books and a written diagnostic memo where relevant. Homan Financial Services, LLC serves both business and household clients