Daniel Frick
FMP Wealth Advisers · Lake Charles, Louisiana
Daniel Frick is a fee-only financial advisor at FMP Wealth Advisers in Lake Charles, Louisiana, who holds the CFP and CFA credentials. FMP Wealth Advisers reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Daniel →
Facts
| Firm | FMP Wealth Advisers |
|---|---|
| Based in | Lake Charles, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 2,806 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 5357919 |
| Exams passed | Series 66 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.fmprofessionals.com |
How Daniel's firm compares
- FMP Wealth Advisers's average account is about $478,000, from its Form ADV (assets managed divided by 2,806 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Frick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, FMP Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Frick based?
Daniel Frick is based in Lake Charles, Louisiana.
What credentials does Daniel Frick hold?
Daniel Frick holds the CFP and CFA credentials.
Is Daniel Frick registered with the SEC?
Yes. Daniel Frick is registered as an investment adviser representative in LA and TX (CRD 5357919), 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 Daniel Frick?
Through Daniel'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.
See something wrong? Request a correction. Read our methodology.