Walid Petiri
Financial Management Strategies · Baltimore, Maryland
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.
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Facts
| Firm | Financial Management Strategies |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $350.3M across 36 accounts |
| SEC registration | Investment adviser representative in MD · CRD 3101819 |
| Exams passed | Series 66 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fmsadvisors.com |
| Profile |
How Walid's firm compares
- Financial Management Strategies's average account is about $9.7 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Walid
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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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