FMP Wealth Advisers fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, FMP Wealth Advisers charges a flat or project fee of up to $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $2,500
“The flat fee amount ranges from $0 to $2,500.00 and is based on various factors, including but not necessarily limited to the frequency of meetings and the level of the adviser's review responsibilities.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How FMP Wealth Advisers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for investment advisory management services (non-SMA) are negotiated in advance, and the fees are stated in the contract as the sum of a percentage of assets under management and a flat fee.”
- “Fees are usually paid quarterly in advance.”
- “The client or the adviser may terminate at any time and a refund will be made for the value of services paid but not yet rendered.”
How FMP Wealth Advisers’ fees compare
- Its flat or project fee of up to $2,500 is below the Texas median of $3,850. 13% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 48 other planners in Austin that publish a flat or project fee charge less.
About FMP Wealth Advisers
“We provide personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 14 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1987 (39 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 721
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,340,144,068
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110270
- Phone
- (512) 329-5174
Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Mississippi, Oklahoma, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.