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VerifiedFinancial Services· Founded 1987

Fmp Wealth Advisers

At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you achieve your financial goals. The Fee-Only Approach: As a fee-only firm, we do not receive any commissions. Solutions- Financial Planning - FMP uses your financial goals as the foundation for our relationship with you- Investment Management - At FMP, our investment team of experts uses their years of experience, knowledge and resources to develop and implement disciplined investment strategies- Qualified Plans - With many years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans- Private Investments - FMP uses proprietary vehicles to deliver private opportunities to client portfolios. Office locations: Austin, TX; Lake Charles, LA; and Beaumont, TX

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HeadquartersAustin, United StatesEmployees22(11 to 50)Annual revenue$1M to <$10MFounded year1987Websitefmpwa.comLinkedIn profileLinkedIn

Verified contacts

22

available on Kipplo

LinkedIn employees

22

11 to 50 range

Open roles

no listings

Distinct roles

15

indexed titles

Tech stack

2

tools in use

Monthly traffic

776

organic / mo

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Top roles at Fmp Wealth Advisers

15 distinct titles indexed · top 10 shown.

  • 4client relationship manager
  • 3financial planner
  • 2client service specialist
  • 2lead adviser
  • 1()
  • 1accountant
  • 1administrative assistant
  • 1associate financial adviser
  • 1chief investment officer
  • 1head of client services
  • +5more titles

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