FSO Wealth

Overview

FSO Wealth is a Texas-based limited liability company that provides financial planning and portfolio management services for individuals and small businesses. The firm offers a mix of advisory services that also encompass publishing periodic newsletters and running educational seminars or workshops. Its billing options include percentage-of-assets fees alongside hourly and fixed-fee arrangements, reflecting flexibility for different client engagements. The firm is owned by an individual and is not organized as a multi-state or related adviser; it does not identify as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices