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

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

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.

To learn more about the advisors currently working at FDP 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.

Name	Location	Years of experience
Mark Chandik	Irvine, CA	41
Bryan Ugalde	Irvine, CA	18

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support