Future U Financial Inc.
How we got $1.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Future U Financial is an advice-only financial planning and wealth management firm that charges flat or subscription fees rather than commissions or AUM fees. It serves individuals who want financial planning, investment review and education without product sales.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Future U Financial Inc. this business | $1.1M | — |
| 2006 PINNACLE HOLDINGS, LLC Tulsa · 8 employees | $3.6M | 0.3 mi |
| FINANCIAL SOLUTIONS, INC. Tulsa · 2 employees | $1.1M | 0.5 mi |
| INVESTMENT PLANNING SOLUTIONS Tulsa · 1 employees | $869K | 0.6 mi |
| CR CONSULTANTS LLC Tulsa · 1 employees | $610K | 0.6 mi |
| BCS CAPITAL SERVICES INC Tulsa · 11 employees | $5.0M | 0.6 mi |
| The Planning Center Tulsa | $1.1M | 0.7 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.0M |
| Multiple for this size and industry | 2.3× |
| Value range | $334K – $1.6M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Future U Financial Inc.
Future U Financial Inc. is a financial advisors company in Tulsa, Oklahoma, in business since 2019. It is owned by Josh Herlan (CEO & Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).
Common questions
- Who owns Future U Financial Inc.?
- Future U Financial Inc. is owned by Josh Herlan (CEO & Founder), according to public sources such as the company's website or filings.
- How much revenue does Future U Financial Inc. make?
- SeeBITDA estimates Future U Financial Inc.'s annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Future U Financial Inc. worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
- When was Future U Financial Inc. founded?
- Future U Financial Inc. has been in business since 2019.