FCG Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,835,477
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
105
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
105
Very HighAverage account size
$179,385
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
Financial planning
Portfolio management
Pension consulting
Estate planning platform
Expertise
Annuities
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 location
FCG Wealth Management LLC
Visalia CA, United States
Number of offices
2
Most active in
FCG Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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