A complete list of active advisors currently associated with Fundamental Advisors, Inc.
Warmer can help you find a great advisor at Fundamental Advisors, Inc. or one who fits your needs even better.
Fundamental Advisors, Inc. provides investment advisory services to individuals (including high-net-worth clients) and to pension, profit-sharing, and 401(k) plan sponsors, offering discretionary and non-discretionary portfolio management, model portfolios, financial planning, and consulting. The firm specifically offers pension consulting services — including investment policy statement development, asset-allocation guidance, investment selection assistance, performance monitoring, and participant education — a service set that is uncommon among single-advisor independent firms. The firm’s investment approach emphasizes asset-allocation-driven portfolios and mutual fund/ETF analysis, using both long‑ and short‑term purchase strategies and monitoring accounts at least quarterly to maintain alignment with client objectives. Accounts are managed under discretionary or non-discretionary agreements and are billed on a percentage-of-assets basis; the firm discloses that cash and cash equivalents (and, in some cases, fixed-income securities) may be excluded from assets when calculating advisory fees. Operationally, the firm combines a solo‑advisor model with services more typically associated with larger firms — notably pension-plan consulting — and relies on third‑party relationships (including Focus Partners Advisor Solutions and custodial/brokerage platforms at Charles Schwab and Fidelity) with corresponding conflict disclosures. The firm also documents the principal’s outside accounting services and its use of an AI tool (Claude) as a drafting and research aid under a written AI-use policy with required human review, each relationship disclosed as a potential conflict and managed through firm policies.
To learn more about the advisors currently working at Fundamental Advisors, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 26
|
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