FMP WEALTH ADVISERS

6034 West Courtyard Drive
Suite 380
Austin, Texas 78730
Tel: 512-329-5174

About FMP WEALTH ADVISERS

FMP WEALTH ADVISERS, formally registered with the SEC as FMP WEALTH ADVISERS. The firm was established in 08/17/1987. They have over 2 offices throughout the country.

FMP WEALTH ADVISERS is a Austin, Texas based Financial Planning firm with nearly $951,970,000 assets under management, offering retirement planning & investment advisory services to 2613 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110270
SEC#	801-30367
Assets Managed by Firm	$951,970,000
No. of Clients	2613
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2613	$951,970,000
Individuals (other than high net worth individuals)	384	$140,284,000
High net worth individuals	306	$699,898,000
Pension and profit sharing plans	15	$63,996,000
Corporations or other businesses	10	$6,635,000

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