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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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