Financial Potential Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$128,600,000
Clients
227
Advisors
1
of 2 employees
About
Financial Potential Wealth Management serves individuals, high‑net‑worth individuals and charitable organizations with discretionary portfolio management, financial planning and a menu of consulting services. The firm prepares written investment policy statements, conducts ongoing portfolio monitoring, and offers specialized consulting such as family legacy, philanthropic, foundation and business exit planning.
FPWM’s investment process draws on fundamental, quantitative and technical analysis along with modern portfolio theory, and it employs both long‑ and short‑term trading while documenting client risk tolerances and objectives in an IPS. The firm may allocate assets to third‑party managers or separately managed accounts and advises across a broad range of securities — including mutual funds, equities, fixed income, ETFs, real estate funds, private equity, hedge funds, venture capital, commodities and insurance products — with custody and trade execution provided through Schwab Institutional.
What is distinctive about the firm is its insurance affiliation: supervised persons are licensed insurance agents who may receive commissions for insurance product sales, a relationship the brochure discloses and describes as a managed conflict of interest. The firm is organized as an LLC and operates with an affiliated consulting entity rather than as a typical solo practitioner, and it reports a relatively large discretionary asset base (approximately $130 million) and access to alternative investments and IPO allocations that are less common among peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $1,000 to $25,000; Consulting fees range from $1,000 to $50,000 (based on hourly rate and anticipated hours)
$1 - $249,999: 1.35% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
$500 per hour for consulting services
Main office
210 Washington St NW, Suite 100
Gainesville GA 30501
Advisors at this office
1
Most active in
Georgia · Louisiana
Also doing business as
Financial Potential LLC · Financial Potential Wealth Management · Financial Potential, LLC · Rich Legacy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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