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 registered investment adviser that has been operating since 1987. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. FMP provides comprehensive advisory services — financial planning, discretionary portfolio management for individuals and pooled vehicles, manager selection, and institutional or business-focused portfolio services — and it acts as sponsor, general partner, or managing member for pooled investment vehicles it oversees. The firm does not identify as an active ESG investor. FMP was listed among CNBC’s Top 100 Financial Advisory Firms in 2025.