FMP Wealth Advisers
Current SEC-registered adviser serving retail investors with investment management and negotiated financial-planning services.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | yes |
| advice only | yes |
| hourly | not verified |
| fixed project | yes |
| ongoing planning | yes |
| investment management | yes |
| management required | no |
Fees and minimums
| Type | Disclosed value | Condition |
|---|---|---|
| account minimum | No stated minimum account requirement | None stated |
Identity and eligibility
- Firm ID
- firm_fmp_wealth_advisers
- CRD candidate identifier
- 110270
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- yes
Profile summary
FMP’s current Form CRS describes investment management and financial planning, with planning fees negotiated separately. The firm describes itself as independent and fee-only.
Evidence and freshness
- FMP Form CRS, official regulatory, checked 2026-08-09
- FMP firm overview, firm published, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
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