# Walid Petiri

> Walid Petiri is a fee-only financial advisor at Financial Management Strategies in Baltimore, Maryland. Financial Management Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/walid-petiri/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Financial Management Strategies
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $350.3M across 36 accounts
- **CRD:** 3101819 (https://adviserinfo.sec.gov/individual/summary/3101819)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (1998)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.fmsadvisors.com

## Frequently asked questions

### Is Walid Petiri a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Walid holds no broker registration, and Financial Management Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Walid charge for financial advice?

Walid's firm, Financial Management Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Walid Petiri based?

Walid Petiri is based in Baltimore, Maryland.

### Is Walid Petiri registered with the SEC?

Yes. Walid Petiri is registered as an investment adviser representative in MD (CRD 3101819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Management Strategies manage?

Financial Management Strategies reports $350.3M across 36 accounts in assets under management.

### How do I contact Walid Petiri?

Through Walid's website, www.fmsadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3101819): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.