FMP Wealth Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,208,839,858
Clients
721
Advisors
14
across 2 offices
About
FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers model portfolio management, separately managed accounts, and retirement-plan fiduciary services alongside more traditional planning areas such as tax, estate and cash‑flow planning.
The firm manages approximately $1.34 billion in client assets and runs most accounts on a discretionary basis (about $1,313,431,899 discretionary and $26,712,169 non‑discretionary as of 12/31/2025), using model allocations such as Dynamic and Fully Invested Asset Allocation and a proprietary manager selection and monitoring process. Portfolios typically use mutual funds, ETFs (including occasional geared funds) and may include digital assets when appropriate; the firm applies share‑class selection practices and periodic reviews to align accounts with model objectives.
Notably, FMP serves as investment manager and sponsor to private pooled investment vehicles—the Private Funds—managing those pooled vehicles on a discretionary basis under private placement documents and acting through related general‑partner arrangements. This role as a private fund adviser and fund sponsor, with associated audited fund reporting and custody considerations, is less common among multi‑team firms and distinguishes its business mix from many peers.
Client services
Expertise
Occupation focus
Fee options
Flat fee for financial plans based on complexity; ranges from $0 to $2,500.
$0+: 0.15% to 1.0% $0+: SMA fixed income strategies: 0.60% to 1.30% $0+: SMA equity strategies: 0.60% to 1.50%
Minimum fee: Flat fee amount ranges from $0 to $2,500.00 based on factors like meeting frequency and review responsibilities. Fee-only: Firm is strictly fee-only; does not accept commissions or any form of commission-based compensation.
Main office
See office6034 W. Courtyard Drive, Suite 380
Austin TX 78730
Advisors at this office
10
Offices (2)
Most active in
California · Colorado · Florida · Louisiana · Mississippi · Oklahoma · Texas
Also doing business as
Financial Management Professionals Inc · Fmp Wealth Advisers
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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Advisors at this firm
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