FSG Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FSG Wealth Advisors is a small, fee-only advisory team that provides discretionary portfolio management and limited financial planning primarily for individuals, high-net-worth clients, trusts, and estates. The firm reports managing $20.8 million in client assets as of February 18, 2026 and operates with a four-advisor team that implements client plans and ongoing reporting through third‑party custodians.
The firm uses a strategic asset allocation, asset-class investing approach implemented mainly with low‑turnover mutual funds and ETFs, and emphasizes tax efficiency through low-turnover funds and loss-harvesting when appropriate. Accounts are reviewed at least semi‑annually, and the firm integrates financial planning inputs into allocation decisions rather than market timing.
Noteworthy for a firm of its size, several principals are credentialed CPAs (and one holds a CFA) and the advisor group shares common ownership and office space with an affiliated accounting firm, Chalmers Poole, CPAs, which provides tax preparation and planning services and receives client referrals. The firm is also connected to other advisory businesses: it uses a proprietary Cashflow Fingerprint planning tool licensed from a related company and one owner co‑owns another registered investment adviser, relationships the brochure discloses and addresses as potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Firm may quote flat percentage fee such as 0.75% annually for entire assets; fees are negotiable
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.95% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $6,000,000: 0.50% $6,000,000 - $7,000,000: 0.40% $7,000,000 - $8,000,000: 0.30% $8,000,000+: 0.20%
Fee-only: Fee only advisory firm, fees based on assets under management; no commissions
Main office
700 Colonial Rd., Ste. 130
Memphis TN 38117
Advisors at this office
3
Most active in
Tennessee
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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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
Advisors at this firm
Anthony C
Series 65
Memphis, TN
FSG Wealth Advisors, LLC
Anthony Chalmers is a financial advisor at FSG Wealth Advisors, LLC in Memphis, TN, holding a Series 65 designation and over 26 years of experience. He has worked at Chalmers Poole, CPAs since 2000, a firm that provides tax preparation and planning services and shares office space and ownership ties with FSG Wealth Advisors. FSG Wealth Advisors is a fee-only advisory team managing $20.8 million in client assets, serving individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach focused on tax efficiency and integrates financial planning into portfolio decisions without market timing.
Ilinda P
CFP®
Memphis, TN
FSG Wealth Advisors, LLC
Ilinda Parham is a CFP® and CPA with seven years of experience at FSG Wealth Advisors, LLC and eighteen years at Financial Strategy Group, PLC. She operates a tax planning and preparation sole proprietorship and serves as an independent contractor for Chalmers Poole, CPAs. FSG Wealth Advisors is a fee-only advisory team serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and limited financial planning. The firm employs a strategic asset allocation approach focused on tax efficiency, using primarily low-turnover mutual funds and ETFs.
Wes P
Series 65
Memphis, TN
FSG Wealth Advisors, LLC
Wes Poole is a Series 65-licensed financial advisor with one year of industry experience, currently serving at FSG Wealth Advisors, LLC in Memphis, TN. He co-founded and is a Principal at Chalmers Poole, CPAs, a tax planning and tax return preparation firm, where he has worked since 2020. Prior to that, he spent ten years with Financial Strategy Group, PLLC. FSG Wealth Advisors is a fee-only advisory team focused on discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach using primarily low-turnover mutual funds and ETFs, emphasizing tax efficiency and semi-annual account reviews.
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