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Austin, TX Office

Team
Updated today

Client AUM

$1,208,839,858

Clients

721

Advisors

10

Of 14 advisors across 2 offices

Location

6034 W. Courtyard Drive, Suite 380

Austin TX 78730

Advisors at this office

10

Advisors at this office

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Christopher H

Series 66

Austin, TX

FMP Wealth Advisers

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Marc H

Series 63

Austin, TX

FMP Wealth Advisers

Marc Hixson is a financial advisor at FMP Wealth Advisers in Austin, TX, with 23 years of industry experience. He holds a Series 63 designation and has been with Financial Management Professionals, Inc. since 1998. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis and serving approximately 700 clients with around $1.13 billion in assets under management.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Kevin H

CFP®, Series 63

Austin, TX

FMP Wealth Advisers

Kevin Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1989. He is based in Austin, TX, and holds a Series 63 license. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios and separately managed accounts with a proprietary manager selection process and serves as investment manager and general partner to several private investment funds.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Adam T

CFP®, Series 63

Austin, TX

FMP Wealth Advisers

Adam Todd is a CFP® professional with 23 years of experience in financial advising. He has been with Financial Management Professionals, Inc. since 1997. Based in Austin, TX, he holds the Series 63 designation. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis with ERISA fiduciary responsibilities for retirement accounts.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Timothy N

Series 66

Austin, TX

FMP Wealth Advisers

Timothy Nabers is a financial advisor at FMP Wealth Advisers with 24 years of industry experience. He holds the Series 66 designation and has worked at Financial Management Professionals, Inc. since 2018, following a 13-year tenure at Raymond James & Associates. Nabers serves as a director on the board of Citizens National Bank in Brownwood, TX. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts based on a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Harry H

CFP®, Series 63

Austin, TX

FMP Wealth Advisers

Harry Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1987. He serves as a director and chairman of the board for Brookshire Brothers Ltd, a grocery store chain, where he participates in corporate oversight including financial and compensation committees. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, utilizing model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Christian H

CFP®

Austin, TX

FMP Wealth Advisers

Christian Hudspeth is a CFP® professional with five years of experience at FMP Wealth Advisers in Austin, TX. His previous roles include positions at Jackson Hewitt Tax Service, self-employment, and World First USA. FMP Wealth Advisers is a fee-only firm providing financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Michael C

Series 63, Series 65

Austin, TX

FMP Wealth Advisers

Michael Carr is a financial advisor at FMP Wealth Advisers in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He is part of a multi-team firm comprising 11 advisors. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes model asset-allocation portfolios and separately managed accounts through a proprietary manager selection process and operates on a fee-only basis, managing approximately $1.13 billion for around 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Casey H

Series 65

Austin, TX

FMP Wealth Advisers

Casey Hall is a financial advisor at FMP Wealth Advisers in Austin, TX, with 19 years of industry experience. He holds the Series 65 designation and has been with Financial Management Professionals, Inc. since 2006. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs model asset-allocation portfolios and separately managed accounts using a proprietary manager selection and monitoring process, managing approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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James P

Series 65

Austin, TX

FMP Wealth Advisers

James Pendleton is a financial advisor at FMP Wealth Advisers in Austin, TX, holding a Series 65 credential with six years of industry experience. His prior roles include a position at First Financial Trust and four years at Abilene Christian University. FMP Wealth Advisers offers fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolio management, separately managed accounts, and retirement-plan fiduciary services, managing approximately $1.34 billion in assets with a focus on discretionary accounts and private pooled investment vehicles.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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