FMP WEALTH ADVISERS

RIASEC RegisteredEst. 1987

Total AUM

$1.3B

Discretionary

$1.3B

98% of AUM

Avg account

$478K

Accounts

2,806

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 110270
Registered since: August 17, 1987
Website: fmpwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.56%
Individuals16.64%
Pension & Profit Sharing Plans6.15%
Pooled Investment Vehicles3.09%
Corporations / Businesses0.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

FMP Wealth Advisers is an independent, individually owned registered investment adviser that has been operating since the late 1980s. The firm serves both high-net-worth individuals and families as well as institutional clients, and it bills clients on a percentage-of-AUM basis and via fixed fees. Its advisory activities span comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, management of pooled investment vehicles, and the selection and oversight of other external managers. FMP also sponsors and serves as general partner or managing member for pooled vehicles it advises. The firm does not position itself as an ESG-focused investor. CNBC named the firm among its Top 100 Financial Advisory Firms in 2025.