Financial Potential Wealth Management

RIASEC Registered

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$573K

Accounts

227

Employees

Advisory reps

Firm details

Headquarters: Gainesville, Georgia
CRD number: 342728
Registered since: July 17, 2026
Website: yourfinancialpotential.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.77%
Individuals28.15%
Charitable Organizations1.08%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Potential Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2026. The firm provides fee-based financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It operates as a capital allocator for client portfolios and serves both individual/family and institutional clients. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The adviser does not identify as an active ESG investor and does not describe itself as a multi-state or related adviser.