FCG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,835,477
Clients
105
Advisors
1
of 1 employees
About
FCG Wealth Management serves individual clients (including high-net-worth individuals) and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm also provides estate-planning services through a technology platform and makes insurance consultation resources available via a third‑party insurance platform.
Investment advice is delivered through a documented Investment Policy Statement that addresses goals, tax considerations, and risk tolerance, and the firm uses modern portfolio theory with both long‑ and short‑term trading and regular portfolio monitoring. FWML may engage third‑party sub‑advisors and custodians while maintaining written fiduciary policies intended to allocate investment opportunities fairly across client accounts.
What distinguishes the firm from many peers is its use of DPL Financial Partners’ insurance consultation platform alongside pension consulting for retirement plans—services that are statistically less common among independent advisers—while the firm’s principal no longer maintains an active insurance license. FWML also integrates an online estate‑planning solution with optional attorney consultations and advises across a broad set of investment types, including alternatives and insurance‑related products.
Client services
Expertise
Fee options
Fixed fees up to $2,000 monthly or up to $30,000 one-time project fee (Financial Planning), $750 one-time fee for Estate Planning Platform
$0+: Up to 1.50% annually (Portfolio Management Fees, negotiable) $0 - $5,000,000: 0.50% annually (Pension Consulting Services) $5,000,000+: 0.35% annually (Pension Consulting Services)
$75 to $100 per hour (Financial Planning)
Fee-only: Financial Planning Fees: Hourly $75-$100; Fixed fees up to $2,000 monthly or up to $30,000 one-time project fee (negotiable)
Main office
Visalia CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)