A complete list of active advisors currently associated with FCIG Wealth Management, LLC

Warmer can help you find a great advisor at FCIG Wealth Management, LLC or one who fits your needs even better.

FCIG Wealth Management LLC serves individuals (including high-net-worth clients), as well as corporations and business entities, offering wealth management that combines discretionary asset management and financial planning. The firm typically charges asset-based management fees and uses sub‑advisors and a third‑party platform to manage both custodial and held‑away assets (401(k)s, 529s, HSAs) on a discretionary basis. Investment programs are tailored to clients’ objectives, time horizons and risk tolerances, with appointed sub‑advisors implementing strategies that can include long- and short-term purchases, option strategies, ETFs, mutual funds, and, when appropriate, private fund investments. FWML conducts at least quarterly account reviews, provides financial planning at no additional fee for wealth management clients (or as a standalone flat‑fee engagement), and documents client goals and restrictions in profile forms. Several of the firm’s investment adviser representatives also act as licensed insurance agents and provide tax and accounting services, a cross-practice arrangement the brochure identifies as a potential conflict of interest and which the firm says it mitigates through disclosures and its Code of Ethics. Founded in 2024, the firm manages roughly $282 million in discretionary assets, routes portfolio management through sub‑advisors, and caps combined advisor and sub‑advisor fees at no more than 2%.

To learn more about the advisors currently working at FCIG Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse FCIG Wealth Management, LLC's office locations.