A complete list of active advisors currently associated with FSO Wealth

Warmer can help you find a great advisor at FSO Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at FSO Wealth, 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
Warren Covert	Dallas, TX	1

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