Adam Todd
FMP Wealth Advisers · Austin, Texas
Adam Todd is a fee-only financial advisor at FMP Wealth Advisers in Austin, Texas, who holds the CFP credential. FMP Wealth Advisers reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | FMP Wealth Advisers |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 2,806 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 2923569 |
| Exams passed | Series 63 (1997) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.fmprofessionals.com |
How Adam's firm compares
- FMP Wealth Advisers's average account is about $478,000, from its Form ADV (assets managed divided by 2,806 accounts).
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Questions about Adam
Is Adam Todd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and FMP Wealth Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, FMP Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Todd based?
Adam Todd is based in Austin, Texas.
What credentials does Adam Todd hold?
Adam Todd holds the CFP credential.
Is Adam Todd registered with the SEC?
Yes. Adam Todd is registered as an investment adviser representative in LA and TX (CRD 2923569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FMP Wealth Advisers manage?
FMP Wealth Advisers reports $1.34B across 2,806 accounts in assets under management.
How do I contact Adam Todd?
Through Adam's website, www.fmprofessionals.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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