FSO Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FSO Wealth provides financial planning and investment management to individuals and high‑net‑worth clients and also offers seminars and workshops to institutional and public groups, including U.S. embassies, government agencies, international schools, and other organizations. Its service menu includes ongoing and comprehensive financial planning, limited‑scope project planning, investment management, hourly consultations, and non‑advisory online educational programs.
The firm emphasizes a planning‑first approach with tailored recommendations developed through a discovery process and periodic reviews; investment advice is implemented with client involvement rather than unilateral trading authority. FSO Wealth currently reports managing assets on a primarily non‑discretionary basis (the brochure discloses $200,000 in non‑discretionary AUM and no discretionary AUM as of May 18, 2026) and conducts account reviews at least quarterly while using tools such as asset allocation, Monte Carlo analysis, and macro-informed positioning.
FSO Wealth is notable for combining advisory work with formal educational offerings and self‑directed “Academy” courses, a service mix that is less common among independent advisers. The firm’s founder brings recent experience supporting embassy operations and government assignments, and the practice has recently shifted its service and billing model toward fixed‑fee, ongoing planning and stand‑alone investment management offerings, which shapes how clients interact with advice and implementation.
Client services
Expertise
Fee options
Fixed fees for Comprehensive Financial Planning ($2,400 - $5,000) and Project-Based Financial Planning ($1,800 - $4,500) engagements; flat fees for seminars and workshops ranging from $0 to $50,000 per engagement; onboarding fees range from $0 to $5,000 for Ongoing Financial Planning and Investment Management.
Hourly Consultations offered at $1,000 per hour.
Federal Retirement Income Academy: one-time enrollment fee of $299.99 with an annual renewal fee of $25; Federal Cash Flow Academy: monthly fee of $12.49.
Minimum fee: Minimum annual advisory fee for Financial Management and Investment Services was previously $3,000 but this service was discontinued; currently no minimum account size is required. Fee-only: Comprehensive Financial Planning fixed fees generally range from $2,400 to $5,000 per engagement; Project-Based Financial Planning fixed fees generally range from $1,800 to $4,500 per engagement; Hourly Consultations at $1,000 per hour; fixed annual fees for Ongoing Financial Planning ($0-$20,000 annually plus possible $0-$5,000 onboarding fee) and Investment Management ($0-$50,000 annually plus possible $0-$5,000 onboarding fee).
Main office
539 W. Commerce St, #1042
Dallas TX 75208
Advisors at this office
1
Most active in
Texas
Also doing business as
Fso Wealth · Global Fiduciary Partners · Global Fiduciary Partners 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 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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)