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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
About FSG Wealth Advisors, LLC
FSG Wealth Advisors, LLC is a Memphis-based, fee-only RIA providing comprehensive financial planning and discretionary investment management for households preparing for and living in retirement. The firm uses disciplined, research-based portfolio construction, typically implemented with low-cost, tax-efficient ETFs and a stabilizing cash reserve (cash/Treasuries/high-quality munis), with options for profitability and small-cap/value tilts. Custody is through Charles Schwab, with Orion used for client reporting.
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Owner & Executives
MICHAEL BARRON BOWERS
PRINCIPAL
- CRD
- #1436438
- Ownership
- 10% but less than 25%
Anthony Chalmers
PRINCIPAL
- CRD
- #7890046
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,800,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,800,225 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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