FP Investment
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FP Investment, founded in 2025, provides discretionary and non‑discretionary portfolio management, topic‑specific financial consulting, and retirement‑plan advisory services to individuals, high‑net‑worth clients, and business entities. Services range from ongoing asset management and hourly financial planning to fiduciary support for qualified retirement plans.
The firm documents client goals and investment policies and uses fundamental and technical analysis, Monte Carlo planning, and a mix of strategies including long‑ and short‑term positions and options trading; accounts are reviewed periodically (quarterly) and may be managed with or without trading discretion. Clients can impose investment restrictions through their investment policy statement, and the firm requires use of its chosen custodian while generally not voting client proxies.
What is distinctive in the brochure is the adviser’s insurance‑agent affiliation with World Global Financial Group and the explicit offering of ERISA 3(21) and 3(38) pension‑consulting services—both of which are less common among independent peers. The ADV also discloses an affiliated academic role and reports no client assets under management as of January 2, 2026, details that prospective clients may consider when evaluating the firm’s scale and service scope.
Client services
Expertise
Fee options
1.5% annually
$150 per hour for financial consulting services
Account minimum: $5,000 Fee-only: Hourly fee of $150 per hour for financial consulting
Main office
Columbus OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Fonpearl Investment Company LLC · Fp Investment
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.
Forms ADV
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