Fulcrum Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$191,186,515
Clients
484
Advisors
5
across 3 offices
About
Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning and consulting to individual clients (including high-net-worth individuals), employee benefit plans, and other registered investment advisers. The firm also offers sub‑advisory services to unaffiliated primary investment advisers and serves as the sponsor of a wrap fee program.
The firm builds individualized strategies using client questionnaires and ongoing reviews, employing fundamental and technical analysis, long‑ and short‑term purchases, ETFs, mutual funds and direct indexing, and it monitors and rebalances accounts as appropriate. When acting as a sub‑advisor, Fulcrum delivers model strategies for Primary Investment Advisers to implement and retains fiduciary responsibilities for rollover and plan‑related advice under ERISA guidance.
Noteworthy features disclosed in the brochure include a corporate affiliation with Bellwether Investment Management and ownership by a U.S. subsidiary of Lorne Park Capital Partners Inc., and the firm’s dual role as both a wrap‑fee program sponsor and as a manager for other advisers’ client accounts. The brochure also highlights the firm’s ability to recommend alternative investments, its insurance‑licensing of some representatives, and its use of referral arrangements—details that can affect conflicts of interest and client disclosure.
Client services
Expertise
Fee options
Fixed fees generally up to $10,000 for broad-based or project-based financial planning or annual reviews, negotiable
$0+: Up to 1.50% annually (investment management services, negotiable depending on strategy and client circumstances) $0+: 0.20% to 0.65% annually (sub-advisory services, negotiable) $0+: Up to 0.75% of plan assets (consulting services to employee benefit plans, negotiable)
Commission-based compensation earned by Investment Adviser Representatives licensed as insurance agents for selling insurance products, separate and in addition to advisory fees.
Up to $250 per hour for general consulting services, negotiable
Account minimum: $100,000 for Equity strategies; $50,000 for ETF strategies; $25,000 for Mutual Fund and Advisor Directed strategies (minimums may be waived or lowered)
Main office
See office5465 Legacy Dr., Suite 650
Plano TX 75024
Advisors at this office
3
Offices (3)
Most active in
California · Connecticut · Kentucky · Nebraska · Texas
Also doing business as
Brockman Capital · Fulcrum Eq · Fulcrum Equity Management · Fulcrum Equity Management, LLC · Fulcrum Wealth Management · Fulcrumeq · Providence Wealth Management · Wfg Kingwood
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Quick links
Advisors at this firm
Michael S
Series 63, Series 66
New Milford, CT
Fulcrum Wealth Management
Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including ALPS Distributors, Farther Finance Advisors, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers, employing both fundamental and technical analysis across a variety of investment vehicles.
Jason H
Series 63, Series 65
New Braunfels, TX
Fulcrum Wealth Management
Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.
Derek S
Series 63, Series 66
Plano, TX
Fulcrum Wealth Management
Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.
Craig L
Series 66
Plano, TX
Fulcrum Wealth Management
Craig Love is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Securities America, FulcrumIO, WFG Advisors, BBVA Compass Investment Solutions, UBS Financial Services, and Merrill. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and sponsors a wrap fee program.
Debbie F
Series 63, Series 65
Plano, TX
Fulcrum Wealth Management
Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Fulcrum Equity Management, Securities America Advisors, WFG Investments, LPL Financial, and MDK Financial Group. Feuer serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and projects for the music school. Fulcrum Equity Management provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm utilizes fundamental and technical analysis along with a range of investment vehicles to build and monitor individualized client strategies and also offers sub-advisory services and sponsorship of a wrap fee program.
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