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

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

FFP Wealth Management is a fee-only registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm provides comprehensive financial planning and ongoing investment management, and also offers standalone financial plans and limited‑scope consulting on tax, cash flow, insurance, retirement, and estate matters. FFP manages client portfolios on a discretionary basis using a strategic asset allocation and a core‑and‑satellite approach with a primary focus on income and a secondary focus on growth. Portfolios are invested largely in no‑load mutual funds and exchange‑traded funds, with stocks, bonds and other securities used as appropriate, and the firm uses fundamental, technical and cyclical analysis to tailor allocations to clients’ objectives and risk tolerance. Noteworthy operational features drawn from the brochure include managing approximately $301.1 million in assets with a three‑advisor team and maintaining a $500,000 full‑service account minimum (waivable at the firm’s discretion). FFP discloses it is strictly fee‑only (no commissions or performance‑based fees), provides tax preparation services separate from advisory work (a disclosed potential conflict of interest), is deemed to have constructive custody because advisory fees may be deducted from client accounts and uses third‑party standing transfer authorizations, and it does not vote client proxies.

To learn more about the advisors currently working at FFP 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.