FMP Wealth Advisers

RIASEC Registered

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, privately owned registered investment adviser that has been SEC registered since 1987. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that runs discretionary portfolio management, financial planning, and selection-of-other-advisers services. Its business model mixes percentage-of-AUM billing with fixed fees, and the firm acts in sponsor/GP and managing-member roles for pooled investment vehicles. FMP does not identify as an active ESG investor in its disclosures. The firm has been recognized externally, appearing on CNBC’s Top 100 Financial Advisory Firms list in 2025.