FMD WEALTH ADVISORS LLC

Overview

FMD Wealth Advisors LLC is a small, individually owned advisory firm organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and identifies itself as a capital allocator — indicating a willingness to place client assets with third-party managers. It does not list active ESG investing as part of its approach and is not designated as a multi-state adviser in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices