Wes Poole
FSG Wealth Advisors · Memphis, Tennessee
Wes Poole is a fee-only financial advisor at FSG Wealth Advisors in Memphis, Tennessee. Wes charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on estate & legacy planning.
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Specialties
Facts
| Firm | FSG Wealth Advisors |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $20.8M across 19 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7890049 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fsgwealthadvisors.com |
How Wes's firm compares
- FSG Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Wes
Is Wes Poole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wes holds no broker registration, and FSG Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wes charge for financial advice?
Wes charges a percentage of assets.
How much does Wes charge?
According to FSG Wealth Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Wes Poole based?
Wes Poole is based in Memphis, Tennessee.
What does Wes specialize in?
Wes's specialties include estate & legacy planning.
Is Wes Poole registered with the SEC?
Yes. Wes Poole is registered as an investment adviser representative in TN (CRD 7890049), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FSG Wealth Advisors manage?
FSG Wealth Advisors reports $20.8M across 19 accounts in assets under management.
How do I contact Wes Poole?
Through Wes's website, www.fsgwealthadvisors.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
- FSG Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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