A complete list of active advisors currently associated with FP Investment

Warmer can help you find a great advisor at FP Investment or one who fits your needs even better.

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.

To learn more about the advisors currently working at FP Investment, 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.