FWM Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FWM Partners offers discretionary portfolio management, retirement-plan (ERISA) consulting and standalone financial planning and consulting to individuals, high‑net‑worth clients, trusts, and business entities. The firm provides both ongoing asset management for individual accounts and plan‑level services, accepting engagements as either a limited‑scope 3(21) fiduciary or a full 3(38) investment manager for qualified retirement plans.
Investment strategies are constructed using fundamental analysis and Modern Portfolio Theory and are tailored to each client’s objectives, risk tolerance and time horizon; accounts are managed on a discretionary basis with periodic reviews and reporting. Financial planning and certain consulting engagements are billed on an hourly basis, and ERISA work includes assistance with investment policy statements, monitoring investment options and participant education when retained.
Noteworthy aspects relative to peers include the principal’s concurrent activity as a licensed insurance agent who devotes a substantial portion of time to insurance sales and may receive commissions for those products, a disclosed outside business activity that can create potential conflicts of interest. The firm is newly formed and, at the time of its filing, reports no assets under management and no active registered advisors while offering both individual portfolio management and pension consulting services—combinations that are less common among firms in this category.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.15% annually Over $1,000,000+: 1.00% annually
$250 per hour for financial planning services
Main office
792 High Oaks Dr.
Bellville TX 77418
Advisors at this office
1
Most active in
Texas
Also doing business as
Fwm Partners · Mdkb Holdings, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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