James Pendleton
FMP Wealth Advisers · Austin, Texas
James Pendleton is a fee-only financial advisor at FMP Wealth Advisers in Austin, Texas. 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 |
| SEC registration | Investment adviser representative in TX · CRD 7142103 |
| Exams passed | Series 65 (2020) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.fmprofessionals.com |
How James'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 James
Is James Pendleton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, FMP Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Pendleton based?
James Pendleton is based in Austin, Texas.
Is James Pendleton registered with the SEC?
Yes. James Pendleton is registered as an investment adviser representative in TX (CRD 7142103), 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 James Pendleton?
Through James'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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