FDP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals — including high‑net‑worth clients — as well as for trusts, estates, IRAs and retirement plans. The firm also works with corporate pension and profit‑sharing plans, corporations, charitable institutions, foundations and other institutional clients, and offers a specialized life‑insurance trust analysis process (the TOLI Expert System) for structuring and managing life insurance inside irrevocable trusts.
FDP delivers advice on a non‑discretionary basis, using fundamental analysis, modeling tools and diversification‑focused asset‑allocation guidance to produce written financial plans and specific investment recommendations. The brochure notes the firm does not take custody of client assets, does not exercise investment discretion or proxy voting, and typically provides periodic plan and account reviews rather than ongoing discretionary portfolio management.
Noteworthy features include the TOLI Expert System and the firm’s advisers’ multiple industry affiliations: many IARs are also registered representatives of a broker‑dealer and licensed insurance agents, and some act as investment adviser representatives of an SEC‑registered adviser, enabling implementation through broker‑dealer and insurance channels. Those affiliations — together with the firm’s work for retirement plans, foundations and other institutional clients — can give rise to commissions or referral arrangements; FDP discloses these potential conflicts and maintains written policies (code of ethics, privacy and compliance procedures) to address them.
Client services
Expertise
Fee options
$250 to $50,000 or more depending on client needs and complexity
$250 to $1,000 per hour depending on client needs and complexity
Main office
8841 Research Drive, Suite 100
Irvine CA 92618
Advisors at this office
2
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
Advisors at this firm
Mark C
ChFC®, Series 63, Series 65
Irvine, CA
FDP Wealth Management, LLC
Mark Chandik is a ChFC® designated advisor with FDP Wealth Management, LLC in Irvine, CA, bringing 41 years of industry experience. He has held roles at ValMark Advisers, Inc., FDP Insurance Services, Inc., and Valmark Securities, Inc. Additionally, Chandik is the author of *10 Financial Strategies for the Smart Investor* and serves as president of The Grand Monarch HOA, a condominium association in Dana Point, CA. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, trusts, estates, and retirement plans, as well as corporate and institutional clients. The firm offers non-discretionary advice using fundamental analysis and diversification-focused asset allocation, and it features a specialized life-insurance trust analysis process called the TOLI Expert System.
Bryan U
Series 63, Series 66
Irvine, CA
FDP Wealth Management, LLC
Bryan Ugalde is a financial advisor at FDP Wealth Management, LLC in Irvine, CA, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with FDP Wealth Management, Executive Insurance Agency, FDP Insurance Services, and Valmark Securities since 2010. Outside of advising, he serves as COO of FDP Insurance Services, overseeing the operation of the insurance and advisory business. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, and institutional clients. The firm delivers non-discretionary advice focused on fundamental analysis and diversification, featuring a specialized life-insurance trust analysis process known as the TOLI Expert System.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")