A complete list of active advisors currently associated with FD Wealth Advisors, LLC

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

FD Wealth Advisors provides discretionary investment management and ERISA plan advisory services primarily to institutional and retirement-plan clients, including pooled vehicles and plan sponsors. The firm delivers ongoing portfolio management — including investment selection, asset allocation, and monitoring — under written advisory agreements. Its investment approach draws on fundamental and cyclical analysis alongside Modern Portfolio Theory to build portfolios aligned with documented client objectives and risk tolerances, with periodic reviews and rebalancing. The firm uses both asset-based management and, for qualifying accounts, performance-linked arrangements that are measured against a high-water-mark on a quarterly basis. Noteworthy distinctions include the firm’s principal operating as a licensed insurance agent who, for a portion of time, offers insurance products for separate compensation — a disclosed potential conflict of interest that the firm addresses through fiduciary obligations and disclosures. The combination of explicit ERISA 3(21) retirement-plan consulting alongside discretionary investment management, together with a small owner-operated structure and reliance on custodial relationships, differentiates the firm from many peers in its category.

To learn more about the advisors currently working at FD Wealth Advisors, 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.