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FMP Wealth Advisers

FMP Wealth Advisers. CRD 110270

F

CRD: 110270

FMP Wealth Advisers

$1.3B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
14 Employees
748 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
ADP · Charles Schwab & Company · Nationwide
Clients
Retail and Institutional
Platforms
Available
Established Date
08-17-1987
Office Locations
2

Office Locations

4841 Ihles Road Lake Charles LA
6034 W. Courtyard Drive Suite 380 Austin TX

About FMP Wealth Advisers

FMP Wealth Advisers is a fee-only wealth management firm founded in 1987 serving clients in Central Texas and Southwest Louisiana. The team delivers ongoing financial planning, employer retirement/qualified plan guidance, and portfolio management that may incorporate private investments beyond public markets. Headquartered in Austin with a Lake Charles office; custody relationships include Schwab.

Team overview

57 AVG AGE
$111.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
13 yrs AVG TENURE
14 Employees
12 Advisory Reps
11 RIA Reps
38yrs Firm Age

Insights

Available
Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

A

ADAM PALMER TODD

Certified Financial Planner, Owner

CRD
#2923569
Ownership
25% but less than 50%
Available
Available
Available
KEVIN EDMOND HIXSON

KEVIN EDMOND HIXSON

Financial Advisor, General Partner, Owner

CRD
#2682653
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

MICHAEL L CARR

MICHAEL L CARR

Partner

CRD
#2376932
Available
Available
Available
DANIEL WHALEN FRICK

DANIEL WHALEN FRICK

Certified Financial Planner

CRD
#5357919
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-22-2022
07-11-2023
07-05-2024
10-24-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $1,313,431,899 $468,247
Non-Discretionary $26,712,169 $26,712,169
Total $1,340,144,068 $477,599

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Equity - OTC:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Equity - OTC Available Available
Cash Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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