Fund Advisors of America Inc

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Client assets under management

$149,410,840

Clients

585

5% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

195

Very High

Average account size

$255,403

About

Fund Advisors of America, Inc. provides discretionary investment management and related financial planning services to individual clients, including both high‑net‑worth and non‑HNW households, and offers retirement planning and college‑funding guidance. As of December 31, 2025 the firm reported approximately $149,410,840 in discretionary assets under management for about 585 clients served by a three‑advisor team.

The firm constructs portfolios using Modern Portfolio Theory and tailored asset‑allocation guidelines developed through one‑on‑one consultations and a confidential financial profile, combining fundamental, technical and cyclical analysis. Investment implementations can include stocks, mutual funds, ETFs, closed‑end funds, leveraged index funds and option strategies, and the firm may use dollar‑cost averaging and other risk‑management techniques in client accounts.

What distinguishes the firm from many peers is its relatively small advisory team managing a comparatively large client base and its explicit use of leveraged index funds and option strategies within managed accounts—choices that are less common among similarly sized supported firms. Fund Advisors of America custodys client assets primarily at Charles Schwab, operates under discretionary authority only (it does not provide non‑discretionary management), and discloses the economic benefits it receives from its custodian and the practice of deducting advisory fees directly from client accounts.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: Negotiable

Other

Account minimum: $100,000 Fee-only: Asset-based fees only, no commissions

Main office location

Fund Advisors of America Inc

1800 Pembrook Drive, Suite 300

Orlando FL 32810, United States

Number of offices

Most active in

Alabama · Arizona · California · Colorado · Florida · Georgia · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 407-667-4729

Advisors at this firm

Gregory G

Series 63, Series 65

Orlando, FL

Fund Advisors of America Inc

Gregory Galloway is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Fund Advisors of America since 1993. Fund Advisors of America provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm uses a combination of modern portfolio theory, asset allocation, and fundamental, technical, and cyclical analysis, employing a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Active portfolio management Options & derivatives strategies

Richard P

Series 63, Series 65

Orlando, FL

Fund Advisors of America Inc

Richard Pfeifer is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fund Advisors of America since 2004. Fund Advisors of America provides discretionary investment management and financial planning services primarily to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm employs a tailored investment approach using a combination of modern portfolio theory and various analytical methods, incorporating a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Active portfolio management Options & derivatives strategies

Thomas S

Series 65

Orlando, FL

Fund Advisors of America Inc

Thomas Schwalbe is a financial advisor at Fund Advisors of America Inc with a Series 65 designation and five years of industry experience. He has been with Fund Advisors of America since 2020 and has also worked with Patriot Group International since 2010. Outside of finance, Mr. Schwalbe owns and operates Icon Security Consulting, LLC, providing security services to government personnel in high-threat areas. Fund Advisors of America offers discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes retirement planning and mutual-fund based investing, employing a portfolio construction approach that integrates modern portfolio theory with fundamental and technical analysis, including the use of leveraged index funds and option strategies.

Active portfolio management Options & derivatives strategies

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